Koshinski Asset Management
TPHD icon

Koshinski Asset Management’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Koshinski Asset Management’s Portfolio TPHD Stock Details TPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,521
Closed -$50.2K – 1847
2022
Q1 		$50.2K Sell
1,521
-340
-18% -$10.8K ﹤0.01% 1110
2021
Q4 		$60.5K Hold
1,861
– – ﹤0.01% 1052
2021
Q3 		$54.5K Buy
+1,861
New +$56.5K ﹤0.01% 1078

Other funds holding TPHD

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Koshinski Asset Management's TPHD Position: Q2 2022 in Review

Koshinski Asset Management sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q2 2022, closing a stake of 1,521 shares — an estimated $50.2K sold.

Koshinski Asset Management first reported a position in TPHD in Q3 2021 and held it in 3 quarters. The position peaked at $60.5K in Q4 2021. 44 funds tracked by Wall St. Rank hold TPHD as of Q2 2022.

  • Koshinski Asset Management reported no remaining Timothy Plan High Dividend Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,521 Timothy Plan High Dividend Stock ETF shares in Q2 2022, an estimated $50.2K.
  • Koshinski Asset Management first reported a position in Timothy Plan High Dividend Stock ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Timothy Plan High Dividend Stock ETF position peaked at $60.5K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.