Optivise Advisory Services’s Timothy Plan High Dividend Stock Enhanced ETF TPHE Stock Holding History

Optivise Advisory Services’s Portfolio TPHE Stock Details TPHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,168	Closed	-$266K	–	225
2025 Q3	$266K	Sell	10,168 -365	-3%	-$9.39K	0.16%	145
2025 Q2	$265K	Buy	10,533 +41	+0.4%	+$1K	0.14%	152
2025 Q1	$269K	Buy	10,492 +425	+4%	+$10.8K	0.15%	141
2024 Q4	$250K	Sell	10,067 -8,312	-45%	-$214K	0.13%	146
2024 Q3	$472K	Buy	18,379 +270	+1%	+$6.67K	0.25%	83
2024 Q2	$432K	Buy	+18,109	New	+$436K	0.23%	91

Optivise Advisory Services's TPHE Position: Q4 2025 in Review

Optivise Advisory Services sold out of Timothy Plan High Dividend Stock Enhanced ETF (TPHE) in Q4 2025, closing a stake of 10,168 shares — an estimated $266K sold.

Optivise Advisory Services first reported a position in TPHE in Q2 2024 and held it in 6 quarters. The position peaked at $472K in Q3 2024. 0 funds tracked by Wall St. Rank hold TPHE as of Q4 2025.

Optivise Advisory Services reported no remaining Timothy Plan High Dividend Stock Enhanced ETF position as of Q4 2025 after selling out during the quarter.
Optivise Advisory Services sold 10,168 Timothy Plan High Dividend Stock Enhanced ETF shares in Q4 2025, an estimated $266K.
Optivise Advisory Services first reported a position in Timothy Plan High Dividend Stock Enhanced ETF in Q2 2024 and held it in 6 quarters.
Optivise Advisory Services's Timothy Plan High Dividend Stock Enhanced ETF position peaked at $472K in Q3 2024.
0 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock Enhanced ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.