ORG Wealth Partners’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

ORG Wealth Partners’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
2026 Q1	$46.6K	Hold	1,674	–	–	0.01%	338
2025 Q4	$43K	Hold	1,674	–	–	0.01%	334
2025 Q3	$41.6K	Sell	1,674 -1,035	-38%	-$24.4K	0.01%	335
2025 Q2	$62K	Sell	2,709 -22,187	-89%	-$493K	0.01%	311
2025 Q1	$563K	Sell	24,896 -23,842	-49%	-$571K	0.17%	100
2024 Q4	$1.21M	Sell	48,738 -143	-0.3%	-$3.57K	0.37%	22
2024 Q3	$1.21M	Buy	+48,881	New	+$1.2M	0.4%	21

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

Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

SPWM

Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

ORG Wealth Partners's TFPN Position: Q1 2026 in Review

ORG Wealth Partners held its Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) position steady in Q1 2026 at 1,674 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #338.

ORG Wealth Partners first reported a position in TFPN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q3 2024. 17 funds tracked by Wall St. Rank hold TFPN as of Q1 2026.

ORG Wealth Partners held 1,674 shares of Blueprint Chesapeake Multi-Asset Trend ETF worth $46.6K as of Q1 2026.
ORG Wealth Partners left its Blueprint Chesapeake Multi-Asset Trend ETF share count unchanged in Q1 2026.
Blueprint Chesapeake Multi-Asset Trend ETF made up 0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #338 holding.
ORG Wealth Partners first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q3 2024 and has held it in 7 quarters since.
ORG Wealth Partners's Blueprint Chesapeake Multi-Asset Trend ETF position peaked at $1.21M in Q3 2024.
17 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.