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

Sound Financial Strategies 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
2025
Q1 		– Sell
-347,608
Closed -$8.62M – 107
2024
Q4 		$8.62M Sell
347,608
-19,985
-5% -$499K 7.19% 3
2024
Q3 		$9.12M Sell
367,593
-457
-0.1% -$11.2K 7.32% 3
2024
Q2 		$9.37M Sell
368,050
-11,901
-3% -$305K 8.14% 3
2024
Q1 		$9.88M Sell
379,951
-947
-0.2% -$23.4K 8.22% 3
2023
Q4 		$9.28M Buy
+380,898
New +$9.42M 7.82% 3

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sound Financial Strategies Group's TFPN Position: Q1 2025 in Review

Sound Financial Strategies Group sold out of Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) in Q1 2025, closing a stake of 347,608 shares — an estimated $8.62M sold.

Sound Financial Strategies Group first reported a position in TFPN in Q4 2023 and held it in 5 quarters. The position peaked at $9.88M in Q1 2024. 22 funds tracked by Wall St. Rank hold TFPN as of Q1 2025.

  • Sound Financial Strategies Group reported no remaining Blueprint Chesapeake Multi-Asset Trend ETF position as of Q1 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 347,608 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q1 2025, an estimated $8.62M.
  • Sound Financial Strategies Group first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q4 2023 and held it in 5 quarters.
  • Sound Financial Strategies Group's Blueprint Chesapeake Multi-Asset Trend ETF position peaked at $9.88M in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q1 2025.

Based on Sound Financial Strategies Group's 13F filing for Q1 2025, filed 9 May 2025.