Envestnet Portfolio Solutions
TFPN icon

Envestnet Portfolio Solutions’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Envestnet Portfolio Solutions’s Portfolio TFPN Stock Details TFPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,709
Closed -$488K – 1640
2025
Q1 		$488K Buy
21,709
+961
+5% +$23K ﹤0.01% 1060
2024
Q4 		$514K Buy
20,748
+825
+4% +$20.6K ﹤0.01% 1229
2024
Q3 		$494K Sell
19,923
-802
-4% -$19.7K ﹤0.01% 1211
2024
Q2 		$527K Sell
20,725
-5,002
-19% -$128K ﹤0.01% 1114
2024
Q1 		$669K Sell
25,727
-556
-2% -$13.8K ﹤0.01% 999
2023
Q4 		$641K Sell
26,283
-1,620
-6% -$40.1K ﹤0.01% 942
2023
Q3 		$700K Buy
+27,903
New +$700K ﹤0.01% 853

Other funds holding TFPN

BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

Envestnet Portfolio Solutions's TFPN Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) in Q2 2025, closing a stake of 21,709 shares — an estimated $488K sold.

Envestnet Portfolio Solutions first reported a position in TFPN in Q3 2023 and held it in 7 quarters. The position peaked at $700K in Q3 2023. 18 funds tracked by Wall St. Rank hold TFPN as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Blueprint Chesapeake Multi-Asset Trend ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 21,709 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q2 2025, an estimated $488K.
  • Envestnet Portfolio Solutions first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Blueprint Chesapeake Multi-Asset Trend ETF position peaked at $700K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.