MAM
PPLI

Marquette Asset Management’s People Inc PPLI Stock Holding History

Marquette Asset Management’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
2026
Q2 		$11.3K Hold
245
– – ﹤0.01% 303
2026
Q1 		$9.81K Buy
245
+99
+68% +$3.75K ﹤0.01% 257
2025
Q4 		$5.71K Buy
146
+40
+38% +$1.4K ﹤0.01% 302
2025
Q3 		$3.61K Buy
+106
New +$3.96K ﹤0.01% 395
2019
Q2 		– Sell
-168
Closed -$6K – 271
2019
Q1 		$6K Buy
+168
New +$6.21K ﹤0.01% 272

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Marquette Asset Management's PPLI Position: Q2 2026 in Review

Marquette Asset Management held its People Inc (PPLI) position steady in Q2 2026 at 245 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Marquette Asset Management first reported a position in PPLI in Q1 2019 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Marquette Asset Management held 245 shares of People Inc worth $11.3K as of Q2 2026.
  • Marquette Asset Management left its People Inc share count unchanged in Q2 2026.
  • People Inc made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #303 holding.
  • Marquette Asset Management first reported a position in People Inc in Q1 2019 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.