IWP
PPLI

IAG Wealth Partners’s People Inc PPLI Stock Holding History

IAG 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
2025
Q3 		– Sell
-80
Closed -$2.99K – 522
2025
Q2 		$2.99K Sell
80
-18
-18% -$651 ﹤0.01% 426
2025
Q1 		$3.67K Hold
98
– – ﹤0.01% 426
2024
Q4 		$3.45K Hold
98
– – ﹤0.01% 448
2024
Q3 		$4.31K Hold
98
– – ﹤0.01% 413
2024
Q2 		$3.75K Sell
98
-121
-55% -$5K ﹤0.01% 419
2024
Q1 		$9.6K Hold
219
– – ﹤0.01% 317
2023
Q4 		$9.43K Buy
219
+97
+80% +$3.8K ﹤0.01% 311
2023
Q3 		$5.04K Hold
122
– – ﹤0.01% 357
2023
Q2 		$6.28K Hold
122
– – ﹤0.01% 363
2023
Q1 		$5.16K Hold
122
– – ﹤0.01% 385
2022
Q4 		$4.44K Buy
+122
New +$4.83K ﹤0.01% 372

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

IAG Wealth Partners's PPLI Position: Q3 2025 in Review

IAG Wealth Partners sold out of People Inc (PPLI) in Q3 2025, closing a stake of 80 shares — an estimated $2.99K sold.

IAG Wealth Partners first reported a position in PPLI in Q4 2022 and held it in 11 quarters. The position peaked at $9.6K in Q1 2024. 346 funds tracked by Wall St. Rank hold PPLI as of Q3 2025.

  • IAG Wealth Partners reported no remaining People Inc position as of Q3 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 80 People Inc shares in Q3 2025, an estimated $2.99K.
  • IAG Wealth Partners first reported a position in People Inc in Q4 2022 and held it in 11 quarters.
  • IAG Wealth Partners's People Inc position peaked at $9.6K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held People Inc as of Q3 2025.

Based on IAG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.