Arete Wealth Advisors
TPIF icon

Arete Wealth Advisors’s Timothy Plan International ETF TPIF Stock Holding History

Arete Wealth Advisors’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,405
Closed -$338K – 746
2024
Q1 		$338K Hold
12,405
– – 0.03% 331
2023
Q4 		$328K Buy
+12,405
New +$303K 0.03% 531
2023
Q3 		– Sell
-12,446
Closed -$314K – 700
2023
Q2 		$314K Buy
12,446
+56
+0.5% +$1.41K 0.03% 481
2023
Q1 		$310K Buy
+12,390
New +$305K 0.03% 467

Other funds holding TPIF

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Faithward Advisors
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Arete Wealth Advisors's TPIF Position: Q2 2024 in Review

Arete Wealth Advisors sold out of Timothy Plan International ETF (TPIF) in Q2 2024, closing a stake of 12,405 shares — an estimated $338K sold.

Arete Wealth Advisors first reported a position in TPIF in Q1 2023 and held it in 4 quarters. The position peaked at $338K in Q1 2024. 42 funds tracked by Wall St. Rank hold TPIF as of Q2 2024.

  • Arete Wealth Advisors reported no remaining Timothy Plan International ETF position as of Q2 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,405 Timothy Plan International ETF shares in Q2 2024, an estimated $338K.
  • Arete Wealth Advisors first reported a position in Timothy Plan International ETF in Q1 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Timothy Plan International ETF position peaked at $338K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q2 2024.

Based on Arete Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.