Physician Wealth Advisors’s People Inc PPLI Stock Holding History

Physician Wealth Advisors’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	$1.25K	Hold	27	–	–	﹤0.01%	1732
2026 Q1	$1.08K	Buy	+27	New	+$1.02K	﹤0.01%	1638

Other funds holding PPLI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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 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

Physician Wealth Advisors's PPLI Position: Q2 2026 in Review

Physician Wealth Advisors held its People Inc (PPLI) position steady in Q2 2026 at 27 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Physician Wealth Advisors first reported a position in PPLI in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

Physician Wealth Advisors held 27 shares of People Inc worth $1.25K as of Q2 2026.
Physician Wealth Advisors left its People Inc share count unchanged in Q2 2026.
People Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1732 holding.
Physician Wealth Advisors first reported a position in People Inc in Q1 2026 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.