IGWM
TPLE

ICA Group Wealth Management’s Timothy Plan US Large/Mid Cap Core Enhanced ETF TPLE Stock Holding History

ICA Group Wealth Management’s Portfolio TPLE Stock Details TPLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-559
Closed -$14K – 1287
2024
Q1 		$14K Hold
559
– – ﹤0.01% 829
2023
Q4 		$12.7K Buy
+559
New +$12.2K ﹤0.01% 827

Other funds holding TPLE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

ICA Group Wealth Management sold out of Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) in Q2 2024, closing a stake of 559 shares — an estimated $14K sold.

ICA Group Wealth Management first reported a position in TPLE in Q4 2023 and held it in 2 quarters. The position peaked at $14K in Q1 2024. 13 funds tracked by Wall St. Rank hold TPLE as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Timothy Plan US Large/Mid Cap Core Enhanced ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 559 Timothy Plan US Large/Mid Cap Core Enhanced ETF shares in Q2 2024, an estimated $14K.
  • ICA Group Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core Enhanced ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Timothy Plan US Large/Mid Cap Core Enhanced ETF position peaked at $14K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core Enhanced ETF as of Q2 2024.

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