EWP
PPLI

Elevation Wealth Partners’s People Inc PPLI Stock Holding History

Elevation Wealth Partners’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.1K Buy
826
+21
+3% +$896 0.01% 379
2026
Q1 		$32.2K Buy
805
+153
+23% +$5.8K 0.01% 301
2025
Q4 		$25.5K Buy
+652
New +$22.8K 0.01% 323

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Elevation Wealth Partners's PPLI Position: Q2 2026 in Review

Elevation Wealth Partners increased its People Inc (PPLI) stake by 2.6% in Q2 2026, buying an estimated $896 and bringing the position to 826 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #379.

Elevation Wealth Partners first reported a position in PPLI in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Elevation Wealth Partners held 826 shares of People Inc worth $38.1K as of Q2 2026.
  • Elevation Wealth Partners bought 21 People Inc shares in Q2 2026, an estimated $896.
  • People Inc made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #379 holding.
  • Elevation Wealth Partners first reported a position in People Inc in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.