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Concourse Financial Group Securities’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-470
Closed -$21.2K – 1881
2024
Q4 		$21.2K Buy
470
+333
+243% +$14.8K ﹤0.01% 1536
2024
Q3 		$6.03K Sell
137
-984
-88% -$41.3K ﹤0.01% 1819
2024
Q2 		$45.5K Sell
1,121
-195
-15% -$7.94K ﹤0.01% 1207
2024
Q1 		$55.4K Hold
1,316
– – ﹤0.01% 1146
2023
Q4 		$50.3K Hold
1,316
– – ﹤0.01% 1131
2023
Q3 		$45.4K Sell
1,316
-181
-12% -$6.5K ﹤0.01% 1118
2023
Q2 		$53.9K Buy
+1,497
New +$51.4K ﹤0.01% 1067

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concourse Financial Group Securities's TPLC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2025, closing a stake of 470 shares — an estimated $21.2K sold.

Concourse Financial Group Securities first reported a position in TPLC in Q2 2023 and held it in 7 quarters. The position peaked at $55.4K in Q1 2024. 91 funds tracked by Wall St. Rank hold TPLC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 470 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2025, an estimated $21.2K.
  • Concourse Financial Group Securities first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's Timothy Plan US Large/Mid Cap Core ETF position peaked at $55.4K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.