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Advisor OS’s Timothy Plan International ETF TPIF Stock Holding History

Advisor OS’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,441
Closed -$223K – 407
2023
Q4 		$223K Buy
+8,441
New +$206K 0.03% 306

Other funds holding TPIF

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Advisor OS's TPIF Position: Q1 2024 in Review

Advisor OS sold out of Timothy Plan International ETF (TPIF) in Q1 2024, closing a stake of 8,441 shares — an estimated $223K sold.

Advisor OS first reported a position in TPIF in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 39 funds tracked by Wall St. Rank hold TPIF as of Q1 2024.

  • Advisor OS reported no remaining Timothy Plan International ETF position as of Q1 2024 after selling out during the quarter.
  • Advisor OS sold 8,441 Timothy Plan International ETF shares in Q1 2024, an estimated $223K.
  • Advisor OS first reported a position in Timothy Plan International ETF in Q4 2023 and held it in 1 quarter.
  • Advisor OS's Timothy Plan International ETF position peaked at $223K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.