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Atria Wealth Solutions’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$434K Buy
11,254
+3,515
+45% +$129K 0.01% 979
2025
Q1 		$291K Buy
+7,739
New +$289K ﹤0.01% 1481

Other funds holding TPHD

CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Atria Wealth Solutions's TPHD Position: Q2 2025 in Review

Atria Wealth Solutions increased its Timothy Plan High Dividend Stock ETF (TPHD) stake by 45% in Q2 2025, buying an estimated $129K and bringing the position to 11,254 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #979.

Atria Wealth Solutions first reported a position in TPHD in Q1 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold TPHD as of Q2 2025.

  • Atria Wealth Solutions held 11,254 shares of Timothy Plan High Dividend Stock ETF worth $434K as of Q2 2025.
  • Atria Wealth Solutions bought 3,515 Timothy Plan High Dividend Stock ETF shares in Q2 2025, an estimated $129K.
  • Timothy Plan High Dividend Stock ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #979 holding.
  • Atria Wealth Solutions first reported a position in Timothy Plan High Dividend Stock ETF in Q1 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.