UFPG
PTIX

United Financial Planning Group’s Performance Technologies PTIX Stock Holding History

United Financial Planning Group’s Portfolio PTIX Stock Details PTIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17
Closed -$12 – 521
2026
Q1 		$12 Hold
17
– – ﹤0.01% 461
2025
Q4 		$22 Hold
17
– – ﹤0.01% 486
2025
Q3 		$58 Buy
+17
New +$58 ﹤0.01% 213

Other funds holding PTIX

DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

United Financial Planning Group's PTIX Position: Q2 2026 in Review

United Financial Planning Group sold out of Performance Technologies (PTIX) in Q2 2026, closing a stake of 17 shares — an estimated $12 sold.

United Financial Planning Group first reported a position in PTIX in Q3 2025 and held it in 3 quarters. The position peaked at $58 in Q3 2025. 2 funds tracked by Wall St. Rank hold PTIX as of Q2 2026.

  • United Financial Planning Group reported no remaining Performance Technologies position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 17 Performance Technologies shares in Q2 2026, an estimated $12.
  • United Financial Planning Group first reported a position in Performance Technologies in Q3 2025 and held it in 3 quarters.
  • United Financial Planning Group's Performance Technologies position peaked at $58 in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Performance Technologies as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.