TWD
CPSS icon

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
Q2 		$10 Hold
1
– – ﹤0.01% 2642
2026
Q1 		$8 Buy
+1
New +$8 ﹤0.01% 2675

Other funds holding CPSS

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's CPSS Position: Q2 2026 in Review

True Wealth Design held its Consumer Portfolio Services (CPSS) position steady in Q2 2026 at 1 share worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

True Wealth Design first reported a position in CPSS in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold CPSS as of Q2 2026.

  • True Wealth Design held 1 share of Consumer Portfolio Services worth $10 as of Q2 2026.
  • True Wealth Design left its Consumer Portfolio Services share count unchanged in Q2 2026.
  • Consumer Portfolio Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2642 holding.
  • True Wealth Design first reported a position in Consumer Portfolio Services in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.