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Orion Portfolio Solutions’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Orion Portfolio Solutions’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-85
Closed -$2K – 1900
2020
Q2 		$2K Buy
85
+10
+13% +$235 ﹤0.01% 1833
2020
Q1 		$2K Buy
+75
New +$1.9K ﹤0.01% 1631

Other funds holding TPLC

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Orion Portfolio Solutions's TPLC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q3 2020, closing a stake of 85 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in TPLC in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 23 funds tracked by Wall St. Rank hold TPLC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 85 Timothy Plan US Large/Mid Cap Core ETF shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Timothy Plan US Large/Mid Cap Core ETF position peaked at $2K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.