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True Wealth Design’s CPI Card Group PMTS Stock Holding History

True Wealth Design’s Portfolio PMTS Stock Details PMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$515 Buy
21
+2
+11% +$49 ﹤0.01% 2122
2026
Q2 		$395 Buy
19
+2
+12% +$35 ﹤0.01% 2279
2026
Q1 		$247 Buy
17
+7
+70% +$95 ﹤0.01% 2274
2025
Q4 		$147 Buy
+10
New +$151 ﹤0.01% 2279

Other funds holding PMTS

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design increased its CPI Card Group (PMTS) stake by 11% in Q3 2026, buying an estimated $49 and bringing the position to 21 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

True Wealth Design first reported a position in PMTS in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold PMTS as of Q3 2026.

  • True Wealth Design held 21 shares of CPI Card Group worth $515 as of Q3 2026.
  • True Wealth Design bought 2 CPI Card Group shares in Q3 2026, an estimated $49.
  • CPI Card Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2122 holding.
  • True Wealth Design first reported a position in CPI Card Group in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held CPI Card Group as of Q3 2026.

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