Atria Wealth Solutions’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Atria Wealth Solutions’s Portfolio TPLC Stock Details TPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$960K	Buy	21,127 +695	+3%	+$29.7K	0.02%	654
2025 Q1	$867K	Buy	+20,432	New	+$890K	0.01%	943
2024 Q2	–	Sell	-32,639	Closed	-$1.37M	–	2063
2024 Q1	$1.37M	Buy	32,639 +1,509	+5%	+$59.5K	0.02%	771
2023 Q4	$1.19M	Sell	31,130 -375	-1%	-$13.3K	0.01%	795
2023 Q3	$1.09M	Buy	31,505 +6,455	+26%	+$232K	0.02%	772
2023 Q2	$901K	Buy	25,050 +721	+3%	+$24.7K	0.01%	881
2023 Q1	$838K	Buy	24,329 +1,537	+7%	+$52.9K	0.01%	863
2022 Q4	$764K	Buy	22,792 +3,229	+17%	+$107K	0.01%	884
2022 Q3	$590K	Buy	19,563 +237	+1%	+$7.85K	0.01%	934
2022 Q2	$604K	Buy	19,326 +2,014	+12%	+$68.1K	0.01%	884
2022 Q1	$630K	Buy	+17,312	New	+$620K	0.01%	935

Other funds holding TPLC

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

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

Atria Wealth Solutions increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 3.4% in Q2 2025, buying an estimated $29.7K and bringing the position to 21,127 shares worth $960K. The position accounts for 0.02% of the portfolio, ranked #654.

Atria Wealth Solutions first reported a position in TPLC in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.37M in Q1 2024. 90 funds tracked by Wall St. Rank hold TPLC as of Q2 2025.

Atria Wealth Solutions held 21,127 shares of Timothy Plan US Large/Mid Cap Core ETF worth $960K as of Q2 2025.
Atria Wealth Solutions bought 695 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2025, an estimated $29.7K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #654 holding.
Atria Wealth Solutions first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Timothy Plan US Large/Mid Cap Core ETF position peaked at $1.37M in Q1 2024.
90 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2025.

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