SFS
TPIF icon

Sowell Financial Services’s Timothy Plan International ETF TPIF Stock Holding History

Sowell Financial Services’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17,159
Closed -$487K – 541
2021
Q3 		$487K Buy
+17,159
New +$507K 0.03% 400

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CW
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LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
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P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Sowell Financial Services's TPIF Position: Q4 2021 in Review

Sowell Financial Services sold out of Timothy Plan International ETF (TPIF) in Q4 2021, closing a stake of 17,159 shares — an estimated $487K sold.

Sowell Financial Services first reported a position in TPIF in Q3 2021 and held it in 1 quarter. The position peaked at $487K in Q3 2021. 20 funds tracked by Wall St. Rank hold TPIF as of Q4 2021.

  • Sowell Financial Services reported no remaining Timothy Plan International ETF position as of Q4 2021 after selling out during the quarter.
  • Sowell Financial Services sold 17,159 Timothy Plan International ETF shares in Q4 2021, an estimated $487K.
  • Sowell Financial Services first reported a position in Timothy Plan International ETF in Q3 2021 and held it in 1 quarter.
  • Sowell Financial Services's Timothy Plan International ETF position peaked at $487K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q4 2021.

Based on Sowell Financial Services's 13F filing for Q4 2021, filed 9 Feb 2022.