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Belpointe Asset Management’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-6,682
Closed -$209K – 3142
2023
Q1 		$209K Buy
+6,682
New +$215K 0.01% 912

Other funds holding TPSC

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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Belpointe Asset Management's TPSC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q2 2023, closing a stake of 6,682 shares — an estimated $209K sold.

Belpointe Asset Management first reported a position in TPSC in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 38 funds tracked by Wall St. Rank hold TPSC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Timothy Plan US Small Cap Core ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6,682 Timothy Plan US Small Cap Core ETF shares in Q2 2023, an estimated $209K.
  • Belpointe Asset Management first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Timothy Plan US Small Cap Core ETF position peaked at $209K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.