SAM
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Smartleaf Asset Management’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Smartleaf Asset Management’s Portfolio TPSC Stock Details TPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18
Closed -$656 – 2768
2024
Q1 		$656 Buy
+18
New +$627 ﹤0.01% 1701

Other funds holding TPSC

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Smartleaf Asset Management's TPSC Position: Q2 2024 in Review

Smartleaf Asset Management sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q2 2024, closing a stake of 18 shares — an estimated $656 sold.

Smartleaf Asset Management first reported a position in TPSC in Q1 2024 and held it in 1 quarter. The position peaked at $656 in Q1 2024. 52 funds tracked by Wall St. Rank hold TPSC as of Q2 2024.

  • Smartleaf Asset Management reported no remaining Timothy Plan US Small Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 18 Timothy Plan US Small Cap Core ETF shares in Q2 2024, an estimated $656.
  • Smartleaf Asset Management first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2024 and held it in 1 quarter.
  • Smartleaf Asset Management's Timothy Plan US Small Cap Core ETF position peaked at $656 in Q1 2024.
  • 52 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2024.

Based on Smartleaf Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.