Plan Group Financial’s Purple Innovation PRPL Stock Holding History

Plan Group Financial’s Portfolio PRPL Stock Details PRPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-520	Closed	-$4.64K	–	258
2026 Q2	$4.64K	Hold	520	–	–	﹤0.01%	249
2026 Q1	$8.6K	Buy	+520	New	+$9.09K	﹤0.01%	229

Other funds holding PRPL

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Plan Group Financial's PRPL Position: Q3 2026 in Review

Plan Group Financial sold out of Purple Innovation (PRPL) in Q3 2026, closing a stake of 520 shares — an estimated $4.64K sold.

Plan Group Financial first reported a position in PRPL in Q1 2026 and held it in 2 quarters. The position peaked at $8.6K in Q1 2026. 6 funds tracked by Wall St. Rank hold PRPL as of Q3 2026.

Plan Group Financial reported no remaining Purple Innovation position as of Q3 2026 after selling out during the quarter.
Plan Group Financial sold 520 Purple Innovation shares in Q3 2026, an estimated $4.64K.
Plan Group Financial first reported a position in Purple Innovation in Q1 2026 and held it in 2 quarters.
Plan Group Financial's Purple Innovation position peaked at $8.6K in Q1 2026.
6 funds tracked by Wall St. Rank held Purple Innovation as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.