True Wealth Design’s People Inc PPLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7K	Buy	341 +72	+27%	+$3.07K	﹤0.01%	908
2026 Q1	$10.8K	Buy	269 +236	+715%	+$8.95K	﹤0.01%	949
2025 Q4	$1.29K	Sell	33 -66	-67%	-$2.31K	﹤0.01%	1611
2025 Q3	$3.37K	Buy	99 +73	+281%	+$2.72K	﹤0.01%	1256
2025 Q2	$971	Sell	26 -1,025	-98%	-$37K	﹤0.01%	1474
2025 Q1	$39.6K	Buy	1,051 +1,044	+14,914%	+$38.1K	0.02%	238
2024 Q4	$259	Sell	7 -65	-90%	-$2.6K	﹤0.01%	1190
2024 Q3	$3.18K	Buy	+72	New	+$3K	﹤0.01%	675

Other funds holding PPLI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

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

True Wealth Design increased its People Inc (PPLI) stake by 27% in Q2 2026, buying an estimated $3.07K and bringing the position to 341 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

True Wealth Design first reported a position in PPLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $39.6K in Q1 2025. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

True Wealth Design held 341 shares of People Inc worth $15.7K as of Q2 2026.
True Wealth Design bought 72 People Inc shares in Q2 2026, an estimated $3.07K.
People Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #908 holding.
True Wealth Design first reported a position in People Inc in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's People Inc position peaked at $39.6K in Q1 2025.
44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

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