SI
TFPN icon

Stephens Inc’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Stephens Inc’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 		$224K Sell
8,045
-1,645
-17% -$46.3K ﹤0.01% 1161
2025
Q4 		$249K Buy
9,690
+800
+9% +$20.3K ﹤0.01% 1112
2025
Q3 		$221K Buy
+8,890
New +$210K ﹤0.01% 1175

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
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

Stephens Inc's TFPN Position: Q1 2026 in Review

Stephens Inc reduced its Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) stake by 17% in Q1 2026, selling an estimated $46.3K and leaving 8,045 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Stephens Inc first reported a position in TFPN in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 17 funds tracked by Wall St. Rank hold TFPN as of Q1 2026.

  • Stephens Inc held 8,045 shares of Blueprint Chesapeake Multi-Asset Trend ETF worth $224K as of Q1 2026.
  • Stephens Inc sold 1,645 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q1 2026, an estimated $46.3K.
  • Blueprint Chesapeake Multi-Asset Trend ETF made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1161 holding.
  • Stephens Inc first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q3 2025 and has held it in 3 quarters since.
  • Stephens Inc's Blueprint Chesapeake Multi-Asset Trend ETF position peaked at $249K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.