GSEP
TPHE

Golden State Equity Partners’s Timothy Plan High Dividend Stock Enhanced ETF TPHE Stock Holding History

Golden State Equity Partners’s Portfolio TPHE Stock Details TPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,793
Closed -$71.7K – 836
2024
Q3 		$71.7K Buy
+2,793
New +$69K 0.04% 328

Other funds holding TPHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Golden State Equity Partners's TPHE Position: Q4 2024 in Review

Golden State Equity Partners sold out of Timothy Plan High Dividend Stock Enhanced ETF (TPHE) in Q4 2024, closing a stake of 2,793 shares — an estimated $71.7K sold.

Golden State Equity Partners first reported a position in TPHE in Q3 2024 and held it in 1 quarter. The position peaked at $71.7K in Q3 2024. 17 funds tracked by Wall St. Rank hold TPHE as of Q4 2024.

  • Golden State Equity Partners reported no remaining Timothy Plan High Dividend Stock Enhanced ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 2,793 Timothy Plan High Dividend Stock Enhanced ETF shares in Q4 2024, an estimated $71.7K.
  • Golden State Equity Partners first reported a position in Timothy Plan High Dividend Stock Enhanced ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Timothy Plan High Dividend Stock Enhanced ETF position peaked at $71.7K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock Enhanced ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.