AWM
TPLE

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

AE Wealth Management’s Portfolio TPLE Stock Details TPLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,648
Closed -$144K – 2277
2024
Q4 		$144K Sell
5,648
-2,230
-28% -$59.1K ﹤0.01% 1349
2024
Q3 		$207K Buy
+7,878
New +$197K ﹤0.01% 1172

Other funds holding TPLE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

AE Wealth Management sold out of Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) in Q1 2025, closing a stake of 5,648 shares — an estimated $144K sold.

AE Wealth Management first reported a position in TPLE in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 16 funds tracked by Wall St. Rank hold TPLE as of Q1 2025.

  • AE Wealth Management reported no remaining Timothy Plan US Large/Mid Cap Core Enhanced ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 5,648 Timothy Plan US Large/Mid Cap Core Enhanced ETF shares in Q1 2025, an estimated $144K.
  • AE Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core Enhanced ETF in Q3 2024 and held it in 2 quarters.
  • AE Wealth Management's Timothy Plan US Large/Mid Cap Core Enhanced ETF position peaked at $207K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core Enhanced ETF as of Q1 2025.

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