SPC
TPLE

Sigma Planning Corp’s Timothy Plan US Large/Mid Cap Core Enhanced ETF TPLE Stock Holding History

Sigma Planning Corp’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
2022
Q4 		– Sell
-31,058
Closed -$724K – 1336
2022
Q3 		$724K Buy
31,058
+3
+0% +$71 0.03% 581
2022
Q2 		$729K Buy
31,055
+1
+0% +$24 0.03% 600
2022
Q1 		$795K Sell
31,054
-1,098
-3% -$27.6K 0.02% 634
2021
Q4 		$875K Buy
+32,152
New +$839K 0.02% 605

Other funds holding TPLE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sigma Planning Corp's TPLE Position: Q4 2022 in Review

Sigma Planning Corp sold out of Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) in Q4 2022, closing a stake of 31,058 shares — an estimated $724K sold.

Sigma Planning Corp first reported a position in TPLE in Q4 2021 and held it in 4 quarters. The position peaked at $875K in Q4 2021. 11 funds tracked by Wall St. Rank hold TPLE as of Q4 2022.

  • Sigma Planning Corp reported no remaining Timothy Plan US Large/Mid Cap Core Enhanced ETF position as of Q4 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 31,058 Timothy Plan US Large/Mid Cap Core Enhanced ETF shares in Q4 2022, an estimated $724K.
  • Sigma Planning Corp first reported a position in Timothy Plan US Large/Mid Cap Core Enhanced ETF in Q4 2021 and held it in 4 quarters.
  • Sigma Planning Corp's Timothy Plan US Large/Mid Cap Core Enhanced ETF position peaked at $875K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core Enhanced ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.