EverSource Wealth Advisors’s Timothy Plan High Dividend Stock Enhanced ETF TPHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,465
| Closed | -$90.5K | – | 4447 |
|
|
2025
Q3 | $90.5K | Buy |
3,465
+22
| +0.6% | +$566 | ﹤0.01% | 1342 |
|
|
2025
Q2 | $86.7K | Sell |
3,443
-1,194
| -26% | -$29.3K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $119K | Sell |
4,637
-128
| -3% | -$3.26K | 0.01% | 849 |
|
|
2024
Q4 | $118K | Sell |
4,765
-1,702
| -26% | -$43.9K | 0.01% | 855 |
|
|
2024
Q3 | $166K | Sell |
6,467
-6,763
| -51% | -$167K | 0.01% | 619 |
|
|
2024
Q2 | $331K | Sell |
13,230
-5,182
| -28% | -$125K | 0.02% | 417 |
|
|
2024
Q1 | $437K | Sell |
18,412
-7,667
| -29% | -$176K | 0.03% | 293 |
|
|
2023
Q4 | $590K | Sell |
26,079
-24,112
| -48% | -$529K | 0.05% | 227 |
|
|
2023
Q3 | $1.1M | Sell |
50,191
-22,081
| -31% | -$505K | 0.12% | 149 |
|
|
2023
Q2 | $1.64M | Sell |
72,272
-17,255
| -19% | -$397K | 0.18% | 114 |
|
|
2023
Q1 | $2.11M | Buy |
89,527
+9,717
| +12% | +$230K | 0.26% | 96 |
|
|
2022
Q4 | $1.87M | Buy |
79,810
+8,980
| +13% | +$213K | 0.28% | 78 |
|
|
2022
Q3 | $1.59M | Buy |
70,830
+25,191
| +55% | +$629K | 0.36% | 49 |
|
|
2022
Q2 | $1.12M | Buy |
45,639
+26,323
| +136% | +$695K | 0.29% | 65 |
|
|
2022
Q1 | $528K | Buy |
+19,316
| New | +$509K | 0.13% | 140 |
|
EverSource Wealth Advisors's TPHE Position: Q4 2025 in Review
EverSource Wealth Advisors sold out of Timothy Plan High Dividend Stock Enhanced ETF (TPHE) in Q4 2025, closing a stake of 3,465 shares — an estimated $90.5K sold.
EverSource Wealth Advisors first reported a position in TPHE in Q1 2022 and held it in 15 quarters. The position peaked at $2.11M in Q1 2023. 0 funds tracked by Wall St. Rank hold TPHE as of Q4 2025.
- EverSource Wealth Advisors reported no remaining Timothy Plan High Dividend Stock Enhanced ETF position as of Q4 2025 after selling out during the quarter.
- EverSource Wealth Advisors sold 3,465 Timothy Plan High Dividend Stock Enhanced ETF shares in Q4 2025, an estimated $90.5K.
- EverSource Wealth Advisors first reported a position in Timothy Plan High Dividend Stock Enhanced ETF in Q1 2022 and held it in 15 quarters.
- EverSource Wealth Advisors's Timothy Plan High Dividend Stock Enhanced ETF position peaked at $2.11M in Q1 2023.
- 0 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock Enhanced ETF as of Q4 2025.
Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.