Avantax Advisory Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Avantax Advisory Services’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	$743K	Sell	16,559 -77	-0.5%	-$3.29K	﹤0.01%	1339
2025 Q1	$706K	Buy	16,636 +444	+3%	+$19.3K	﹤0.01%	1298
2024 Q4	$693K	Sell	16,192 -313	-2%	-$13.9K	﹤0.01%	1245
2024 Q3	$726K	Buy	16,505 +1,610	+11%	+$67.6K	﹤0.01%	1186
2024 Q2	$604K	Buy	14,895 +1,640	+12%	+$66.8K	﹤0.01%	1248
2024 Q1	$558K	Buy	13,255 +3,196	+32%	+$126K	0.01%	984
2023 Q4	$384K	Sell	10,059 -3,611	-26%	-$128K	﹤0.01%	1110
2023 Q3	$471K	Buy	13,670 +4,429	+48%	+$159K	0.01%	971
2023 Q2	$332K	Buy	+9,241	New	+$317K	﹤0.01%	1134

Other funds holding TPLC

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Avantax Advisory Services's TPLC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 0.46% in Q2 2025, selling an estimated $3.29K and leaving 16,559 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Avantax Advisory Services first reported a position in TPLC in Q2 2023 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold TPLC as of Q2 2025.

Avantax Advisory Services held 16,559 shares of Timothy Plan US Large/Mid Cap Core ETF worth $743K as of Q2 2025.
Avantax Advisory Services sold 77 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2025, an estimated $3.29K.
Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1339 holding.
Avantax Advisory Services first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q2 2023 and has held it in 9 quarters since.
90 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.