CFGS
TPIF icon

Concourse Financial Group Securities’s Timothy Plan International ETF TPIF Stock Holding History

Concourse Financial Group Securities’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,759
Closed -$48.6K – 2380
2024
Q2 		$46.7K Hold
1,759
– – ﹤0.01% 1201
2024
Q1 		$47.9K Hold
1,759
– – ﹤0.01% 1200
2023
Q4 		$46.5K Hold
1,759
– – ﹤0.01% 1161
2023
Q3 		$42.2K Hold
1,759
– – ﹤0.01% 1141
2023
Q2 		$44.4K Buy
+1,759
New +$44.3K ﹤0.01% 1138

Other funds holding TPIF

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Concourse Financial Group Securities's TPIF Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Timothy Plan International ETF (TPIF) in Q3 2024, closing a stake of 1,759 shares — an estimated $48.6K sold.

Concourse Financial Group Securities first reported a position in TPIF in Q2 2023 and held it in 5 quarters. The position peaked at $47.9K in Q1 2024. 44 funds tracked by Wall St. Rank hold TPIF as of Q3 2024.

  • Concourse Financial Group Securities reported no remaining Timothy Plan International ETF position as of Q3 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,759 Timothy Plan International ETF shares in Q3 2024, an estimated $48.6K.
  • Concourse Financial Group Securities first reported a position in Timothy Plan International ETF in Q2 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's Timothy Plan International ETF position peaked at $47.9K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.