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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
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 $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
BA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Prosperity Financial Group's TFPN Position: Q1 2026 in Review

Prosperity Financial Group increased its Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) stake by 17% in Q1 2026, buying an estimated $37.3K and bringing the position to 9,235 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #159.

Prosperity Financial Group first reported a position in TFPN in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold TFPN as of Q1 2026.

  • Prosperity Financial Group held 9,235 shares of Blueprint Chesapeake Multi-Asset Trend ETF worth $257K as of Q1 2026.
  • Prosperity Financial Group bought 1,327 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q1 2026, an estimated $37.3K.
  • Blueprint Chesapeake Multi-Asset Trend ETF made up 0.09% of Prosperity Financial Group's portfolio in Q1 2026, its #159 holding.
  • Prosperity Financial Group first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.