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Atria Investments’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Atria Investments’s Portfolio TPSC Stock Details TPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,593
Closed -$726K – 1999
2024
Q4 		$726K Buy
18,593
+2,975
+19% +$119K 0.01% 1142
2024
Q3 		$608K Sell
15,618
-14,409
-48% -$540K 0.01% 1232
2024
Q2 		$1.07M Sell
30,027
-94,226
-76% -$3.34M 0.01% 899
2024
Q1 		$4.56M Buy
+124,253
New +$4.33M 0.06% 366
2023
Q4 		– Sell
-157,882
Closed -$4.89M – 945
2023
Q3 		$4.89M Buy
+157,882
New +$5.11M 0.09% 287

Other funds holding TPSC

CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Atria Investments's TPSC Position: Q1 2025 in Review

Atria Investments sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q1 2025, closing a stake of 18,593 shares — an estimated $726K sold.

Atria Investments first reported a position in TPSC in Q3 2023 and held it in 5 quarters. The position peaked at $4.89M in Q3 2023. 73 funds tracked by Wall St. Rank hold TPSC as of Q1 2025.

  • Atria Investments reported no remaining Timothy Plan US Small Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 18,593 Timothy Plan US Small Cap Core ETF shares in Q1 2025, an estimated $726K.
  • Atria Investments first reported a position in Timothy Plan US Small Cap Core ETF in Q3 2023 and held it in 5 quarters.
  • Atria Investments's Timothy Plan US Small Cap Core ETF position peaked at $4.89M in Q3 2023.
  • 73 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.