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Gateway Wealth Partners’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Gateway Wealth Partners’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
2023
Q4 		– Sell
-11,370
Closed -$348K – 278
2023
Q3 		$348K Buy
+11,370
New +$362K 0.06% 172

Other funds holding TPHD

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OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
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
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gateway Wealth Partners's TPHD Position: Q4 2023 in Review

Gateway Wealth Partners sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q4 2023, closing a stake of 11,370 shares — an estimated $348K sold.

Gateway Wealth Partners first reported a position in TPHD in Q3 2023 and held it in 1 quarter. The position peaked at $348K in Q3 2023. 67 funds tracked by Wall St. Rank hold TPHD as of Q4 2023.

  • Gateway Wealth Partners reported no remaining Timothy Plan High Dividend Stock ETF position as of Q4 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 11,370 Timothy Plan High Dividend Stock ETF shares in Q4 2023, an estimated $348K.
  • Gateway Wealth Partners first reported a position in Timothy Plan High Dividend Stock ETF in Q3 2023 and held it in 1 quarter.
  • Gateway Wealth Partners's Timothy Plan High Dividend Stock ETF position peaked at $348K in Q3 2023.
  • 67 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.