BFC
TPHE

Bedel Financial Consulting’s Timothy Plan High Dividend Stock Enhanced ETF TPHE Stock Holding History

Bedel Financial Consulting’s Portfolio TPHE Stock Details TPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,368
Closed -$211K – 290
2025
Q2 		$211K Buy
+8,368
New +$205K 0.03% 262
2024
Q4 		– Sell
-7,892
Closed -$203K – 273
2024
Q3 		$203K Buy
+7,892
New +$195K 0.03% 250

Other funds holding TPHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $157M AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Bedel Financial Consulting's TPHE Position: Q3 2025 in Review

Bedel Financial Consulting sold out of Timothy Plan High Dividend Stock Enhanced ETF (TPHE) in Q3 2025, closing a stake of 8,368 shares — an estimated $211K sold.

Bedel Financial Consulting first reported a position in TPHE in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q2 2025. 16 funds tracked by Wall St. Rank hold TPHE as of Q3 2025.

  • Bedel Financial Consulting reported no remaining Timothy Plan High Dividend Stock Enhanced ETF position as of Q3 2025 after selling out during the quarter.
  • Bedel Financial Consulting sold 8,368 Timothy Plan High Dividend Stock Enhanced ETF shares in Q3 2025, an estimated $211K.
  • Bedel Financial Consulting first reported a position in Timothy Plan High Dividend Stock Enhanced ETF in Q3 2024 and held it in 2 quarters.
  • Bedel Financial Consulting's Timothy Plan High Dividend Stock Enhanced ETF position peaked at $211K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock Enhanced ETF as of Q3 2025.

Based on Bedel Financial Consulting's 13F filing for Q3 2025, filed 7 Nov 2025.