Moneywise Inc’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Moneywise Inc’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
2026 Q1	–	Sell	-23,489	Closed	-$905K	–	87
2025 Q4	$905K	Buy	23,489 +1,705	+8%	+$65.8K	0.38%	49
2025 Q3	$857K	Buy	21,784 +1,789	+9%	+$69.3K	0.39%	42
2025 Q2	$756K	Sell	19,995 -56,474	-74%	-$2.06M	0.35%	46
2025 Q1	$2.88M	Buy	76,469 +19,695	+35%	+$735K	1.52%	19
2024 Q4	$2.06M	Buy	56,774 +8,746	+18%	+$331K	1.03%	24
2024 Q3	$1.81M	Buy	48,028 +6,319	+15%	+$229K	0.89%	24
2024 Q2	$1.46M	Sell	41,709 -11,439	-22%	-$404K	0.77%	27
2024 Q1	$1.92M	Buy	53,148 +32,094	+152%	+$1.08M	1.04%	22
2023 Q4	$697K	Buy	+21,054	New	+$659K	0.4%	31

Other funds holding TPHD

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Moneywise Inc's TPHD Position: Q1 2026 in Review

Moneywise Inc sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q1 2026, closing a stake of 23,489 shares — an estimated $905K sold.

Moneywise Inc first reported a position in TPHD in Q4 2023 and held it in 9 quarters. The position peaked at $2.88M in Q1 2025. 93 funds tracked by Wall St. Rank hold TPHD as of Q1 2026.

Moneywise Inc reported no remaining Timothy Plan High Dividend Stock ETF position as of Q1 2026 after selling out during the quarter.
Moneywise Inc sold 23,489 Timothy Plan High Dividend Stock ETF shares in Q1 2026, an estimated $905K.
Moneywise Inc first reported a position in Timothy Plan High Dividend Stock ETF in Q4 2023 and held it in 9 quarters.
Moneywise Inc's Timothy Plan High Dividend Stock ETF position peaked at $2.88M in Q1 2025.
93 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.