True Wealth Design’s Turning Point Brands TPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27K	Hold	15	–	–	﹤0.01%	1888
2026 Q1	$1.3K	Hold	15	–	–	﹤0.01%	1705
2025 Q4	$1.63K	Sell	15 -4	-21%	-$391	﹤0.01%	1529
2025 Q3	$1.88K	Buy	19 +4	+27%	+$362	﹤0.01%	1485
2025 Q2	$1.14K	Buy	15 +9	+150%	+$612	﹤0.01%	1415
2025 Q1	$357	Sell	6 -2	-25%	-$124	﹤0.01%	1698
2024 Q4	$481	Buy	8 +4	+100%	+$214	﹤0.01%	1101
2024 Q3	$173	Buy	+4	New	+$153	﹤0.01%	1204

Other funds holding TPB

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SIM

SWP Investment Management Independence, Ohio $145M AUM 22.8% 1-Year Est. Return

CCAM

Capelight Capital Asset Management New York $208M AUM

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

SOADOR

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

True Wealth Design held its Turning Point Brands (TPB) position steady in Q2 2026 at 15 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

True Wealth Design first reported a position in TPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.88K in Q3 2025. 20 funds tracked by Wall St. Rank hold TPB as of Q2 2026.

True Wealth Design held 15 shares of Turning Point Brands worth $1.27K as of Q2 2026.
True Wealth Design left its Turning Point Brands share count unchanged in Q2 2026.
Turning Point Brands made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1888 holding.
True Wealth Design first reported a position in Turning Point Brands in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Turning Point Brands position peaked at $1.88K in Q3 2025.
20 funds tracked by Wall St. Rank held Turning Point Brands as of Q2 2026.

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