JO
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John Overdeck’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

John Overdeck’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
2023
Q4 		– Sell
-16,800
Closed -$520K – 3388
2023
Q3 		$520K Buy
+16,800
New +$544K ﹤0.01% 2256

Other funds holding TPSC

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

John Overdeck's TPSC Position: Q4 2023 in Review

John Overdeck sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q4 2023, closing a stake of 16,800 shares — an estimated $520K sold.

John Overdeck first reported a position in TPSC in Q3 2023 and held it in 1 quarter. The position peaked at $520K in Q3 2023. 47 funds tracked by Wall St. Rank hold TPSC as of Q4 2023.

  • John Overdeck reported no remaining Timothy Plan US Small Cap Core ETF position as of Q4 2023 after selling out during the quarter.
  • John Overdeck sold 16,800 Timothy Plan US Small Cap Core ETF shares in Q4 2023, an estimated $520K.
  • John Overdeck first reported a position in Timothy Plan US Small Cap Core ETF in Q3 2023 and held it in 1 quarter.
  • John Overdeck's Timothy Plan US Small Cap Core ETF position peaked at $520K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q4 2023.

Based on Two Sigma Investments's 13F filing for Q4 2023, filed 14 Feb 2024.