True Wealth Design’s Consumer Portfolio Services CPSS Stock Holding History

True Wealth Design’s Portfolio CPSS Stock Details CPSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19	Buy	2 +1	+100%	+$9	﹤0.01%	2552
2026 Q2	$10	Hold	1	–	–	﹤0.01%	2642
2026 Q1	$8	Buy	+1	New	+$8	﹤0.01%	2675

Other funds holding CPSS

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's CPSS Position: Q3 2026 in Review

True Wealth Design increased its Consumer Portfolio Services (CPSS) stake by 100% in Q3 2026, buying an estimated $9 and bringing the position to 2 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

True Wealth Design first reported a position in CPSS in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold CPSS as of Q3 2026.

True Wealth Design held 2 shares of Consumer Portfolio Services worth $19 as of Q3 2026.
True Wealth Design bought 1 Consumer Portfolio Services share in Q3 2026, an estimated $9.
Consumer Portfolio Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2552 holding.
True Wealth Design first reported a position in Consumer Portfolio Services in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.