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Dynamic Advisor Solutions’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Dynamic Advisor Solutions’s Portfolio TPHD Stock Details TPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,914
Closed -$374K – 844
2024
Q3 		$374K Buy
9,914
+2,268
+30% +$82.3K 0.01% 686
2024
Q2 		$267K Buy
+7,646
New +$270K 0.01% 802

Other funds holding TPHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Dynamic Advisor Solutions's TPHD Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q4 2024, closing a stake of 9,914 shares — an estimated $374K sold.

Dynamic Advisor Solutions first reported a position in TPHD in Q2 2024 and held it in 2 quarters. The position peaked at $374K in Q3 2024. 86 funds tracked by Wall St. Rank hold TPHD as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Timothy Plan High Dividend Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 9,914 Timothy Plan High Dividend Stock ETF shares in Q4 2024, an estimated $374K.
  • Dynamic Advisor Solutions first reported a position in Timothy Plan High Dividend Stock ETF in Q2 2024 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Timothy Plan High Dividend Stock ETF position peaked at $374K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.