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EverSource Wealth Advisors’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

EverSource Wealth Advisors’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
Q3 		– Sell
-335
Closed -$7.69K – 4472
2025
Q2 		$7.69K Buy
+335
New +$7.44K ﹤0.01% 2971

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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

EverSource Wealth Advisors's TFPN Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) in Q3 2025, closing a stake of 335 shares — an estimated $7.69K sold.

EverSource Wealth Advisors first reported a position in TFPN in Q2 2025 and held it in 1 quarter. The position peaked at $7.69K in Q2 2025. 16 funds tracked by Wall St. Rank hold TFPN as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Blueprint Chesapeake Multi-Asset Trend ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 335 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q3 2025, an estimated $7.69K.
  • EverSource Wealth Advisors first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q2 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Blueprint Chesapeake Multi-Asset Trend ETF position peaked at $7.69K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.