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Concourse Financial Group Securities’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-508
Closed -$20.5K – 1882
2024
Q4 		$20.5K Buy
508
+360
+243% +$14.4K ﹤0.01% 1540
2024
Q3 		$5.76K Buy
+148
New +$5.55K ﹤0.01% 1834

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CFD
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BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

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

Concourse Financial Group Securities sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q1 2025, closing a stake of 508 shares — an estimated $20.5K sold.

Concourse Financial Group Securities first reported a position in TPSC in Q3 2024 and held it in 2 quarters. The position peaked at $20.5K in Q4 2024. 73 funds tracked by Wall St. Rank hold TPSC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Timothy Plan US Small Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 508 Timothy Plan US Small Cap Core ETF shares in Q1 2025, an estimated $20.5K.
  • Concourse Financial Group Securities first reported a position in Timothy Plan US Small Cap Core ETF in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's Timothy Plan US Small Cap Core ETF position peaked at $20.5K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2025.

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