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EverSource Wealth Advisors’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

EverSource Wealth Advisors’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
2026
Q2 		$1.48M Sell
35,043
-4,901
-12% -$205K 0.05% 270
2026
Q1 		$1.65M Sell
39,944
-5,082
-11% -$209K 0.05% 255
2025
Q4 		$1.73M Sell
45,026
-6,175
-12% -$238K 0.06% 220
2025
Q3 		$2.01M Sell
51,201
-25,487
-33% -$987K 0.08% 175
2025
Q2 		$2.9M Sell
76,688
-12,340
-14% -$451K 0.13% 133
2025
Q1 		$3.35M Sell
89,028
-14,228
-14% -$531K 0.18% 111
2024
Q4 		$3.75M Buy
103,256
+962
+0.9% +$36.4K 0.21% 96
2024
Q3 		$3.86M Sell
102,294
-10,612
-9% -$385K 0.24% 90
2024
Q2 		$4.15M Buy
112,906
+11,473
+11% +$405K 0.28% 78
2024
Q1 		$3.53M Buy
101,433
+23,632
+30% +$797K 0.28% 83
2023
Q4 		$2.58M Buy
77,801
+16,332
+27% +$511K 0.24% 94
2023
Q3 		$1.88M Buy
61,469
+40,901
+199% +$1.3M 0.2% 110
2023
Q2 		$648K Buy
20,568
+15,629
+316% +$481K 0.07% 202
2023
Q1 		$154K Buy
4,939
+700
+17% +$22K 0.02% 430
2022
Q4 		$132K Buy
4,239
+354
+9% +$10.9K 0.02% 434
2022
Q3 		$109K Buy
3,885
+123
+3% +$3.8K 0.03% 407
2022
Q2 		$111K Buy
3,762
+312
+9% +$9.94K 0.03% 350
2022
Q1 		$114K Sell
3,450
-989
-22% -$31.4K 0.03% 315
2021
Q4 		$144K Buy
+4,439
New +$138K 0.04% 266

Other funds holding TPHD

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EverSource Wealth Advisors's TPHD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Timothy Plan High Dividend Stock ETF (TPHD) stake by 12% in Q2 2026, selling an estimated $205K and leaving 35,043 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #270.

EverSource Wealth Advisors first reported a position in TPHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.15M in Q2 2024. 21 funds tracked by Wall St. Rank hold TPHD as of Q2 2026.

  • EverSource Wealth Advisors held 35,043 shares of Timothy Plan High Dividend Stock ETF worth $1.48M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,901 Timothy Plan High Dividend Stock ETF shares in Q2 2026, an estimated $205K.
  • Timothy Plan High Dividend Stock ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #270 holding.
  • EverSource Wealth Advisors first reported a position in Timothy Plan High Dividend Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Timothy Plan High Dividend Stock ETF position peaked at $4.15M in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.