Sound Financial Strategies Group’s Timothy Plan US Large/Mid Cap Core Enhanced ETF TPLE Stock Holding History

Sound Financial Strategies Group’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
2024 Q2	–	Sell	-1,320	Closed	-$33.2K	–	106
2024 Q1	$33.2K	Hold	1,320	–	–	0.03%	63
2023 Q4	$30.1K	Buy	1,320 +838	+174%	+$18.3K	0.03%	62
2023 Q3	$10.6K	Buy	482 +206	+75%	+$4.72K	0.01%	70
2023 Q2	$6.34K	Buy	276 +70	+34%	+$1.6K	﹤0.01%	71
2023 Q1	$4.77K	Buy	+206	New	+$4.82K	﹤0.01%	55
2022 Q2	–	Sell	-1,010	Closed	-$26K	–	69
2022 Q1	$26K	Sell	1,010 -10,238	-91%	-$258K	0.01%	62
2021 Q4	$306K	Buy	+11,248	New	+$293K	0.15%	77

Other funds holding TPLE

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Sound Financial Strategies Group's TPLE Position: Q2 2024 in Review

Sound Financial Strategies Group sold out of Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) in Q2 2024, closing a stake of 1,320 shares — an estimated $33.2K sold.

Sound Financial Strategies Group first reported a position in TPLE in Q4 2021 and held it in 7 quarters. The position peaked at $306K in Q4 2021. 13 funds tracked by Wall St. Rank hold TPLE as of Q2 2024.

Sound Financial Strategies Group reported no remaining Timothy Plan US Large/Mid Cap Core Enhanced ETF position as of Q2 2024 after selling out during the quarter.
Sound Financial Strategies Group sold 1,320 Timothy Plan US Large/Mid Cap Core Enhanced ETF shares in Q2 2024, an estimated $33.2K.
Sound Financial Strategies Group first reported a position in Timothy Plan US Large/Mid Cap Core Enhanced ETF in Q4 2021 and held it in 7 quarters.
Sound Financial Strategies Group's Timothy Plan US Large/Mid Cap Core Enhanced ETF position peaked at $306K in Q4 2021.
13 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core Enhanced ETF as of Q2 2024.

Based on Sound Financial Strategies Group's 13F filing for Q2 2024, filed 12 Aug 2024.