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Aptus Capital Advisors’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Aptus Capital Advisors’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
Q4 		– Sell
-2,916
Closed -$110K – 1459
2024
Q3 		$110K Buy
2,916
+2
+0.1% +$73 ﹤0.01% 841
2024
Q2 		$102K Buy
+2,914
New +$103K ﹤0.01% 814

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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Aptus Capital Advisors's TPHD Position: Q4 2024 in Review

Aptus Capital Advisors sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q4 2024, closing a stake of 2,916 shares — an estimated $110K sold.

Aptus Capital Advisors first reported a position in TPHD in Q2 2024 and held it in 2 quarters. The position peaked at $110K in Q3 2024. 86 funds tracked by Wall St. Rank hold TPHD as of Q4 2024.

  • Aptus Capital Advisors reported no remaining Timothy Plan High Dividend Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 2,916 Timothy Plan High Dividend Stock ETF shares in Q4 2024, an estimated $110K.
  • Aptus Capital Advisors first reported a position in Timothy Plan High Dividend Stock ETF in Q2 2024 and held it in 2 quarters.
  • Aptus Capital Advisors's Timothy Plan High Dividend Stock ETF position peaked at $110K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q4 2024.

Based on Aptus Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.