Sowell Financial Services
TPHD icon

Sowell Financial Services’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Sowell Financial Services’s Portfolio TPHD Stock Details TPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-779
Closed -$24K – 2520
2021
Q1 		$24K Sell
779
-703
-47% -$19.2K ﹤0.01% 1984
2020
Q4 		$38K Buy
1,482
+696
+89% +$17.3K ﹤0.01% 1503
2020
Q3 		$18K Buy
+786
New +$18K ﹤0.01% 1614

Other funds holding TPHD

CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Faithward Advisors
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Sowell Financial Services's TPHD Position: Q2 2021 in Review

Sowell Financial Services sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q2 2021, closing a stake of 779 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in TPHD in Q3 2020 and held it in 3 quarters. The position peaked at $38K in Q4 2020. 28 funds tracked by Wall St. Rank hold TPHD as of Q2 2021.

  • Sowell Financial Services reported no remaining Timothy Plan High Dividend Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 779 Timothy Plan High Dividend Stock ETF shares in Q2 2021, an estimated $24K.
  • Sowell Financial Services first reported a position in Timothy Plan High Dividend Stock ETF in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Timothy Plan High Dividend Stock ETF position peaked at $38K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.