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Prosperity Financial Group’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Prosperity Financial Group’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
Q2 		$264K Sell
8,382
-853
-9% -$26.5K 0.08% 168
2026
Q1 		$257K Buy
9,235
+1,327
+17% +$37.3K 0.09% 159
2025
Q4 		$203K Buy
+7,908
New +$200K 0.07% 174

Other funds holding TFPN

BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $158M AUM 21.79% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
TDB
Thompson David Blair $200M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Prosperity Financial Group's TFPN Position: Q2 2026 in Review

Prosperity Financial Group reduced its Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) stake by 9.2% in Q2 2026, selling an estimated $26.5K and leaving 8,382 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #168.

Prosperity Financial Group first reported a position in TFPN in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold TFPN as of Q2 2026.

  • Prosperity Financial Group held 8,382 shares of Blueprint Chesapeake Multi-Asset Trend ETF worth $264K as of Q2 2026.
  • Prosperity Financial Group sold 853 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q2 2026, an estimated $26.5K.
  • Blueprint Chesapeake Multi-Asset Trend ETF made up 0.08% of Prosperity Financial Group's portfolio in Q2 2026, its #168 holding.
  • Prosperity Financial Group first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.