Physician Wealth Advisors
PPLI icon

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
Q3 		$1.13K Hold
27
– – ﹤0.01% 1881
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Physician Wealth Advisors's PPLI Position: Q3 2026 in Review

Physician Wealth Advisors held its People Inc (PPLI) position steady in Q3 2026 at 27 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Physician Wealth Advisors first reported a position in PPLI in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.25K in Q2 2026. 52 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

  • Physician Wealth Advisors held 27 shares of People Inc worth $1.13K as of Q3 2026.
  • Physician Wealth Advisors left its People Inc share count unchanged in Q3 2026.
  • People Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1881 holding.
  • Physician Wealth Advisors first reported a position in People Inc in Q1 2026 and has held it in 3 quarters since.
  • Physician Wealth Advisors's People Inc position peaked at $1.25K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.