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Twin Peaks Wealth Advisors’s ePlus PLUS Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-77
Closed -$5.79K – 1657
2026
Q1 		$5.79K Buy
+77
New +$6.32K ﹤0.01% 1325
2025
Q3 		– Sell
-14
Closed -$1.01K – 1575
2025
Q2 		$1.01K Buy
+14
New +$921 ﹤0.01% 1773

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Twin Peaks Wealth Advisors's PLUS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of ePlus (PLUS) in Q2 2026, closing a stake of 77 shares — an estimated $5.79K sold.

Twin Peaks Wealth Advisors first reported a position in PLUS in Q2 2025 and held it in 2 quarters. The position peaked at $5.79K in Q1 2026. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining ePlus position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 77 ePlus shares in Q2 2026, an estimated $5.79K.
  • Twin Peaks Wealth Advisors first reported a position in ePlus in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's ePlus position peaked at $5.79K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.