Carson Wealth (CWM LLC)’s Timothy Plan High Dividend Stock Enhanced ETF TPHE Stock Holding History

Carson Wealth (CWM LLC)’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 Q2	–	Sell	-57	Closed	-$1K	–	5308
2025 Q1	$1K	Hold	57	–	–	﹤0.01%	4995
2024 Q4	$1K	Buy	+57	New	+$1.47K	﹤0.01%	4819

Other funds holding TPHE

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TPHE Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Timothy Plan High Dividend Stock Enhanced ETF (TPHE) in Q2 2025, closing a stake of 57 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in TPHE in Q4 2024 and held it in 2 quarters. The position peaked at $1K in Q1 2025. 16 funds tracked by Wall St. Rank hold TPHE as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining Timothy Plan High Dividend Stock Enhanced ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 57 Timothy Plan High Dividend Stock Enhanced ETF shares in Q2 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Timothy Plan High Dividend Stock Enhanced ETF in Q4 2024 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Timothy Plan High Dividend Stock Enhanced ETF position peaked at $1K in Q1 2025.
16 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock Enhanced ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.