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 Q2	$7.24M	Buy	367,245 +39,662	+12%	+$790K	4.82%	7
2026 Q1	$6.42M	Buy	+327,583	New	+$6.49M	4.75%	8

Other funds holding TFFI

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

TDB

Thompson David Blair $200M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spartan Planning & Wealth Management's TFFI Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Chesapeake Trend-Following Fixed Income ETF (TFFI) stake by 12% in Q2 2026, buying an estimated $790K and bringing the position to 367,245 shares worth $7.24M. The position accounts for 4.82% of the portfolio, ranked #7.

Spartan Planning & Wealth Management first reported a position in TFFI in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold TFFI as of Q2 2026.

Spartan Planning & Wealth Management held 367,245 shares of Chesapeake Trend-Following Fixed Income ETF worth $7.24M as of Q2 2026.
Spartan Planning & Wealth Management bought 39,662 Chesapeake Trend-Following Fixed Income ETF shares in Q2 2026, an estimated $790K.
Chesapeake Trend-Following Fixed Income ETF made up 4.82% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #7 holding.
Spartan Planning & Wealth Management first reported a position in Chesapeake Trend-Following Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Chesapeake Trend-Following Fixed Income ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.