Integrated Wealth Concepts’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Integrated Wealth Concepts’s Portfolio TPSC Stock Details TPSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186K	Buy	+3,885	New	+$176K	﹤0.01%	2380

Other funds holding TPSC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Integrated Wealth Concepts's TPSC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Timothy Plan US Small Cap Core ETF (TPSC) in Q2 2026: 3,885 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #2380 among its holdings.

96 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

Integrated Wealth Concepts held 3,885 shares of Timothy Plan US Small Cap Core ETF worth $186K as of Q2 2026.
Timothy Plan US Small Cap Core ETF was a new Integrated Wealth Concepts position in Q2 2026.
Timothy Plan US Small Cap Core ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2380 holding.
96 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.