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

Arete Wealth Advisors’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
2024 Q3	–	Sell	-8,695	Closed	-$210K	–	825
2024 Q2	$210K	Sell	8,695 -18,167	-68%	-$441K	0.02%	646
2024 Q1	$675K	Hold	26,862	–	–	0.06%	269
2023 Q4	$612K	Buy	+26,862	New	+$586K	0.05%	354
2023 Q3	–	Sell	-29,462	Closed	-$677K	–	702
2023 Q2	$677K	Sell	29,462 -1,746	-6%	-$39.9K	0.06%	298
2023 Q1	$723K	Buy	31,208 +7	+0%	+$164	0.06%	272
2022 Q4	$741M	Buy	+31,201	New	+$751K	0.06%	256

Other funds holding TPLE

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

CFD

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

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Arete Wealth Advisors's TPLE Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) in Q3 2024, closing a stake of 8,695 shares — an estimated $210K sold.

Arete Wealth Advisors first reported a position in TPLE in Q4 2022 and held it in 6 quarters. The position peaked at $741M in Q4 2022. 14 funds tracked by Wall St. Rank hold TPLE as of Q3 2024.

Arete Wealth Advisors reported no remaining Timothy Plan US Large/Mid Cap Core Enhanced ETF position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 8,695 Timothy Plan US Large/Mid Cap Core Enhanced ETF shares in Q3 2024, an estimated $210K.
Arete Wealth Advisors first reported a position in Timothy Plan US Large/Mid Cap Core Enhanced ETF in Q4 2022 and held it in 6 quarters.
Arete Wealth Advisors's Timothy Plan US Large/Mid Cap Core Enhanced ETF position peaked at $741M in Q4 2022.
14 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core Enhanced ETF as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.