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Cetera Advisors’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Cetera Advisors’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
2024
Q1 		$523K Sell
12,415
-1,194
-9% -$47K ﹤0.01% 1568
2023
Q4 		$520K Sell
13,609
-204
-1% -$7.21K 0.01% 1102
2023
Q3 		$476K Buy
13,813
+204
+1% +$7.33K 0.01% 1090
2023
Q2 		$490K Hold
13,609
– – 0.01% 1066
2023
Q1 		$469K Hold
13,609
– – 0.01% 1050
2022
Q4 		$456K Hold
13,609
– – 0.01% 1029
2022
Q3 		$410K Buy
+13,609
New +$451K 0.01% 869

Other funds holding TPLC

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Cetera Advisors's TPLC Position: Q1 2024 in Review

Cetera Advisors reduced its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 8.8% in Q1 2024, selling an estimated $47K and leaving 12,415 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Cetera Advisors first reported a position in TPLC in Q3 2022 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold TPLC as of Q1 2024.

  • Cetera Advisors held 12,415 shares of Timothy Plan US Large/Mid Cap Core ETF worth $523K as of Q1 2024.
  • Cetera Advisors sold 1,194 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2024, an estimated $47K.
  • Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1568 holding.
  • Cetera Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q3 2022 and has held it in 7 quarters since.
  • 75 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.