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Benjamin F. Edwards & Company’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$23K Hold
637
– – ﹤0.01% 1519
2024
Q1 		$23K Buy
637
+32
+5% +$1.11K ﹤0.01% 1497
2023
Q4 		$21K Hold
605
– – ﹤0.01% 1482
2023
Q3 		$19K Hold
605
– – ﹤0.01% 1271
2023
Q2 		$19K Buy
+605
New +$18.5K ﹤0.01% 1297

Other funds holding TPSC

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Benjamin F. Edwards & Company's TPSC Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Timothy Plan US Small Cap Core ETF (TPSC) position steady in Q2 2024 at 637 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Benjamin F. Edwards & Company first reported a position in TPSC in Q2 2023 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold TPSC as of Q2 2024.

  • Benjamin F. Edwards & Company held 637 shares of Timothy Plan US Small Cap Core ETF worth $23K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Timothy Plan US Small Cap Core ETF share count unchanged in Q2 2024.
  • Timothy Plan US Small Cap Core ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1519 holding.
  • Benjamin F. Edwards & Company first reported a position in Timothy Plan US Small Cap Core ETF in Q2 2023 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.