Spartan Planning & Wealth Management’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Spartan Planning & Wealth Management’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	$6.39M	Buy	202,807 +17,170	+9%	+$533K	4.25%	8
2026 Q1	$5.16M	Buy	185,637 +6,636	+4%	+$187K	3.82%	11
2025 Q4	$4.6M	Buy	179,001 +4,624	+3%	+$117K	3.39%	7
2025 Q3	$4.33M	Buy	174,377 +6,943	+4%	+$164K	3.38%	9
2025 Q2	$3.84M	Buy	167,434 +12,250	+8%	+$272K	3.29%	10
2025 Q1	$3.49M	Sell	155,184 -527	-0.3%	-$12.6K	3.38%	9
2024 Q4	$3.86M	Buy	+155,711	New	+$3.88M	3.53%	8
2023 Q4	$3.73M	Buy	152,931 +108,169	+242%	+$2.67M	3.97%	9
2023 Q3	$1.12M	Buy	+44,762	New	+$1.12M	1.32%	16

Other funds holding TFPN

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Spartan Planning & Wealth Management increased its Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) stake by 9.2% in Q2 2026, buying an estimated $533K and bringing the position to 202,807 shares worth $6.39M. The position accounts for 4.25% of the portfolio, ranked #8.

Spartan Planning & Wealth Management first reported a position in TFPN in Q3 2023 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold TFPN as of Q2 2026.

Spartan Planning & Wealth Management held 202,807 shares of Blueprint Chesapeake Multi-Asset Trend ETF worth $6.39M as of Q2 2026.
Spartan Planning & Wealth Management bought 17,170 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q2 2026, an estimated $533K.
Blueprint Chesapeake Multi-Asset Trend ETF made up 4.25% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #8 holding.
Spartan Planning & Wealth Management first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q3 2023 and has held it in 9 quarters since.
10 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q2 2026.

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