Polen Capital Management
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Polen Capital Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Polen Capital Management’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
2024
Q1 		– Sell
-15,147
Closed -$579K – 109
2023
Q4 		$579K Sell
15,147
-878
-5% -$31K ﹤0.01% 104
2023
Q3 		$552K Buy
16,025
+1,480
+10% +$53.2K ﹤0.01% 97
2023
Q2 		$523K Sell
14,545
-1,394
-9% -$47.8K ﹤0.01% 96
2023
Q1 		$549K Sell
15,939
-5,168
-24% -$178K ﹤0.01% 92
2022
Q4 		$707K Sell
21,107
-645
-3% -$21.3K ﹤0.01% 88
2022
Q3 		$656K Sell
21,752
-216
-1% -$7.16K ﹤0.01% 84
2022
Q2 		$687K Sell
21,968
-9,524
-30% -$322K ﹤0.01% 83
2022
Q1 		$1.15M Sell
31,492
-2,861
-8% -$102K ﹤0.01% 81
2021
Q4 		$1.33M Buy
34,353
+21,488
+167% +$796K ﹤0.01% 80
2021
Q3 		$448K Buy
12,865
+203
+2% +$7.28K ﹤0.01% 86
2021
Q2 		$442K Hold
12,662
– – ﹤0.01% 77
2021
Q1 		$417K Buy
+12,662
New +$404K ﹤0.01% 71

Other funds holding TPLC

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Polen Capital Management's TPLC Position: Q1 2024 in Review

Polen Capital Management sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2024, closing a stake of 15,147 shares — an estimated $579K sold.

Polen Capital Management first reported a position in TPLC in Q1 2021 and held it in 12 quarters. The position peaked at $1.33M in Q4 2021. 75 funds tracked by Wall St. Rank hold TPLC as of Q1 2024.

  • Polen Capital Management reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2024 after selling out during the quarter.
  • Polen Capital Management sold 15,147 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2024, an estimated $579K.
  • Polen Capital Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2021 and held it in 12 quarters.
  • Polen Capital Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $1.33M in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2024.

Based on Polen Capital Management's 13F filing for Q1 2024, filed 10 May 2024.