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

Fortem Financial Group’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
2021
Q1 		– Sell
-98
Closed -$3K – 415
2020
Q4 		$3K Buy
+98
New +$2.85K ﹤0.01% 439

Other funds holding TPLC

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortem Financial Group's TPLC Position: Q1 2021 in Review

Fortem Financial Group sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2021, closing a stake of 98 shares — an estimated $3K sold.

Fortem Financial Group first reported a position in TPLC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 30 funds tracked by Wall St. Rank hold TPLC as of Q1 2021.

  • Fortem Financial Group reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 98 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2021, an estimated $3K.
  • Fortem Financial Group first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Timothy Plan US Large/Mid Cap Core ETF position peaked at $3K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.