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Gradient Investments’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-1
Closed -$28 – 1477
2024
Q1 		$28 Hold
1
– – ﹤0.01% 1173
2023
Q4 		$25 Buy
+1
New +$35 ﹤0.01% 1788

Other funds holding TPLC

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 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

Gradient Investments's TPLC Position: Q2 2024 in Review

Gradient Investments sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q2 2024, closing a stake of 1 share — an estimated $28 sold.

Gradient Investments first reported a position in TPLC in Q4 2023 and held it in 2 quarters. The position peaked at $28 in Q1 2024. 80 funds tracked by Wall St. Rank hold TPLC as of Q2 2024.

  • Gradient Investments reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Timothy Plan US Large/Mid Cap Core ETF share in Q2 2024, an estimated $28.
  • Gradient Investments first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2023 and held it in 2 quarters.
  • Gradient Investments's Timothy Plan US Large/Mid Cap Core ETF position peaked at $28 in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.