Spartan Planning & Wealth Management’s Chesapeake Trend-Following Fixed Income ETF TFFI Stock Holding History

Spartan Planning & Wealth Management’s Portfolio TFFI Stock Details TFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.42M	Buy	+327,583	New	+$6.49M	4.75%	8

Other funds holding TFFI

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Spartan Planning & Wealth Management's TFFI Position: Q1 2026 in Review

Spartan Planning & Wealth Management opened a new position in Chesapeake Trend-Following Fixed Income ETF (TFFI) in Q1 2026: 327,583 shares worth $6.42M. The stake represents 4.75% of the portfolio and ranks #8 among its holdings.

4 funds tracked by Wall St. Rank hold TFFI as of Q1 2026.

Spartan Planning & Wealth Management held 327,583 shares of Chesapeake Trend-Following Fixed Income ETF worth $6.42M as of Q1 2026.
Chesapeake Trend-Following Fixed Income ETF was a new Spartan Planning & Wealth Management position in Q1 2026.
Chesapeake Trend-Following Fixed Income ETF made up 4.75% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #8 holding.
4 funds tracked by Wall St. Rank held Chesapeake Trend-Following Fixed Income ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.