AWM
TPHE

AE Wealth Management’s Timothy Plan High Dividend Stock Enhanced ETF TPHE Stock Holding History

AE Wealth Management’s Portfolio TPHE Stock Details TPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,055
Closed -$26.2K – 2275
2024
Q4 		$26.2K Buy
+1,055
New +$27.2K ﹤0.01% 1671

Other funds holding TPHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $157M AUM 20.14% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

AE Wealth Management's TPHE Position: Q1 2025 in Review

AE Wealth Management sold out of Timothy Plan High Dividend Stock Enhanced ETF (TPHE) in Q1 2025, closing a stake of 1,055 shares — an estimated $26.2K sold.

AE Wealth Management first reported a position in TPHE in Q4 2024 and held it in 1 quarter. The position peaked at $26.2K in Q4 2024. 17 funds tracked by Wall St. Rank hold TPHE as of Q1 2025.

  • AE Wealth Management reported no remaining Timothy Plan High Dividend Stock Enhanced ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,055 Timothy Plan High Dividend Stock Enhanced ETF shares in Q1 2025, an estimated $26.2K.
  • AE Wealth Management first reported a position in Timothy Plan High Dividend Stock Enhanced ETF in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Timothy Plan High Dividend Stock Enhanced ETF position peaked at $26.2K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock Enhanced ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.