Optivise Advisory Services’s Timothy Plan US Large/Mid Cap Core Enhanced ETF TPLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,286	Closed	-$283K	–	227
2025 Q3	$283K	Sell	10,286 -1,050	-9%	-$28.5K	0.17%	136
2025 Q2	$303K	Buy	11,336 +1,002	+10%	+$25.5K	0.16%	137
2025 Q1	$262K	Buy	10,334 +1,812	+21%	+$47.2K	0.15%	146
2024 Q4	$218K	Sell	8,522 -5,568	-40%	-$148K	0.12%	162
2024 Q3	$370K	Buy	14,090 +2,103	+18%	+$52.6K	0.19%	100
2024 Q2	$290K	Buy	+11,987	New	+$291K	0.16%	134

Other funds holding TPLE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Optivise Advisory Services sold out of Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) in Q4 2025, closing a stake of 10,286 shares — an estimated $283K sold.

Optivise Advisory Services first reported a position in TPLE in Q2 2024 and held it in 6 quarters. The position peaked at $370K in Q3 2024. 1 fund tracked by Wall St. Rank holds TPLE as of Q4 2025.

Optivise Advisory Services reported no remaining Timothy Plan US Large/Mid Cap Core Enhanced ETF position as of Q4 2025 after selling out during the quarter.
Optivise Advisory Services sold 10,286 Timothy Plan US Large/Mid Cap Core Enhanced ETF shares in Q4 2025, an estimated $283K.
Optivise Advisory Services first reported a position in Timothy Plan US Large/Mid Cap Core Enhanced ETF in Q2 2024 and held it in 6 quarters.
Optivise Advisory Services's Timothy Plan US Large/Mid Cap Core Enhanced ETF position peaked at $370K in Q3 2024.
1 fund tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core Enhanced ETF as of Q4 2025.

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