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TPHD icon

AIFG Consultants’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

AIFG Consultants’s Portfolio TPHD Stock Details TPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,604
Closed -$311K – 51
2024
Q1 		$311K Sell
8,604
-336
-4% -$11.3K 0.22% 34
2023
Q4 		$296K Buy
8,940
+425
+5% +$13.3K 0.23% 30
2023
Q3 		$261K Sell
8,515
-2,385
-22% -$75.9K 0.22% 33
2023
Q2 		$343K Buy
+10,900
New +$335K 0.28% 27

Other funds holding TPHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AIFG Consultants's TPHD Position: Q2 2024 in Review

AIFG Consultants sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q2 2024, closing a stake of 8,604 shares — an estimated $311K sold.

AIFG Consultants first reported a position in TPHD in Q2 2023 and held it in 4 quarters. The position peaked at $343K in Q2 2023. 73 funds tracked by Wall St. Rank hold TPHD as of Q2 2024.

  • AIFG Consultants reported no remaining Timothy Plan High Dividend Stock ETF position as of Q2 2024 after selling out during the quarter.
  • AIFG Consultants sold 8,604 Timothy Plan High Dividend Stock ETF shares in Q2 2024, an estimated $311K.
  • AIFG Consultants first reported a position in Timothy Plan High Dividend Stock ETF in Q2 2023 and held it in 4 quarters.
  • AIFG Consultants's Timothy Plan High Dividend Stock ETF position peaked at $343K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2024.

Based on AIFG Consultants's 13F filing for Q2 2024, filed 29 Jul 2024.