IGWM
TPHE

ICA Group Wealth Management’s Timothy Plan High Dividend Stock Enhanced ETF TPHE Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-277
Closed -$6.82K – 1285
2024
Q1 		$6.82K Hold
277
– – ﹤0.01% 972
2023
Q4 		$6.26K Buy
+277
New +$6.07K ﹤0.01% 968

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

ICA Group Wealth Management's TPHE Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Timothy Plan High Dividend Stock Enhanced ETF (TPHE) in Q2 2024, closing a stake of 277 shares — an estimated $6.82K sold.

ICA Group Wealth Management first reported a position in TPHE in Q4 2023 and held it in 2 quarters. The position peaked at $6.82K in Q1 2024. 12 funds tracked by Wall St. Rank hold TPHE as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Timothy Plan High Dividend Stock Enhanced ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 277 Timothy Plan High Dividend Stock Enhanced ETF shares in Q2 2024, an estimated $6.82K.
  • ICA Group Wealth Management first reported a position in Timothy Plan High Dividend Stock Enhanced ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Timothy Plan High Dividend Stock Enhanced ETF position peaked at $6.82K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock Enhanced ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.