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 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 $124B AUM 33.93% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Financial Plan Inc's ITP Position: Q1 2026 in Review

Financial Plan Inc reduced its IT Tech Packaging (ITP) stake by 15% in Q1 2026, selling an estimated $4.1K and leaving 115,000 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #91.

Financial Plan Inc first reported a position in ITP in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.5K in Q4 2025. 9 funds tracked by Wall St. Rank hold ITP as of Q1 2026.

Financial Plan Inc held 115,000 shares of IT Tech Packaging worth $20.9K as of Q1 2026.
Financial Plan Inc sold 20,000 IT Tech Packaging shares in Q1 2026, an estimated $4.1K.
IT Tech Packaging made up ﹤0.01% of Financial Plan Inc's portfolio in Q1 2026, its #91 holding.
Financial Plan Inc first reported a position in IT Tech Packaging in Q4 2025 and has held it in 2 quarters since.
Financial Plan Inc's IT Tech Packaging position peaked at $29.5K in Q4 2025.
9 funds tracked by Wall St. Rank held IT Tech Packaging as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.