Financial Plan Inc’s IT Tech Packaging ITP Stock Holding History

Financial Plan Inc’s Portfolio ITP Stock Details ITP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-115,000	Closed	-$20.9K	–	98
2026 Q1	$20.9K	Sell	115,000 -20,000	-15%	-$4.1K	﹤0.01%	91
2025 Q4	$29.5K	Buy	+135,000	New	+$33.4K	﹤0.01%	88

Other funds holding ITP

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Plan Inc's ITP Position: Q2 2026 in Review

Financial Plan Inc sold out of IT Tech Packaging (ITP) in Q2 2026, closing a stake of 115,000 shares — an estimated $20.9K sold.

Financial Plan Inc first reported a position in ITP in Q4 2025 and held it in 2 quarters. The position peaked at $29.5K in Q4 2025. 12 funds tracked by Wall St. Rank hold ITP as of Q2 2026.

Financial Plan Inc reported no remaining IT Tech Packaging position as of Q2 2026 after selling out during the quarter.
Financial Plan Inc sold 115,000 IT Tech Packaging shares in Q2 2026, an estimated $20.9K.
Financial Plan Inc first reported a position in IT Tech Packaging in Q4 2025 and held it in 2 quarters.
Financial Plan Inc's IT Tech Packaging position peaked at $29.5K in Q4 2025.
12 funds tracked by Wall St. Rank held IT Tech Packaging as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.