AE Wealth Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

AE Wealth Management’s Portfolio TPLC Stock Details TPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,570	Closed	-$67.2K	–	2276
2024 Q4	$67.2K	Buy	+1,570	New	+$69.8K	﹤0.01%	1507
2024 Q1	–	Sell	-7,449	Closed	-$284K	–	1914
2023 Q4	$284K	Buy	7,449 +26	+0.4%	+$919	﹤0.01%	1734
2023 Q3	$256K	Buy	7,423 +1,525	+26%	+$54.8K	﹤0.01%	1677
2023 Q2	$212K	Buy	+5,898	New	+$202K	﹤0.01%	1723

Other funds holding TPLC

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AE Wealth Management sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2025, closing a stake of 1,570 shares — an estimated $67.2K sold.

AE Wealth Management first reported a position in TPLC in Q2 2023 and held it in 4 quarters. The position peaked at $284K in Q4 2023. 91 funds tracked by Wall St. Rank hold TPLC as of Q1 2025.

AE Wealth Management reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
AE Wealth Management sold 1,570 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2025, an estimated $67.2K.
AE Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q2 2023 and held it in 4 quarters.
AE Wealth Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $284K in Q4 2023.
91 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2025.

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