Sowell Financial Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Sowell Financial Services’s Portfolio TPLC Stock Details TPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.3M	Buy	85,383 +12,150	+17%	+$592K	0.14%	155
2026 Q1	$3.4M	Buy	73,233 +9,187	+14%	+$436K	0.13%	177
2025 Q4	$2.91M	Sell	64,046 -154	-0.2%	-$7.04K	0.11%	197
2025 Q3	$2.97M	Buy	+64,200	New	+$2.93M	0.11%	189
2022 Q1	–	Sell	-18,576	Closed	-$719K	–	491
2021 Q4	$719K	Sell	18,576 -3,269	-15%	-$121K	0.04%	380
2021 Q3	$761K	Buy	+21,845	New	+$783K	0.05%	333
2021 Q2	–	Sell	-1,385	Closed	-$48K	–	2523
2021 Q1	$48K	Sell	1,385 -1,205	-47%	-$38.4K	﹤0.01%	1676
2020 Q4	$80K	Buy	2,590 +1,164	+82%	+$33.9K	﹤0.01%	1239
2020 Q3	$38K	Buy	+1,426	New	+$37.7K	﹤0.01%	1310

Other funds holding TPLC

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

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

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's TPLC Position: Q2 2026 in Review

Sowell Financial Services increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 17% in Q2 2026, buying an estimated $592K and bringing the position to 85,383 shares worth $4.3M. The position accounts for 0.14% of the portfolio, ranked #155.

Sowell Financial Services first reported a position in TPLC in Q3 2020 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

Sowell Financial Services held 85,383 shares of Timothy Plan US Large/Mid Cap Core ETF worth $4.3M as of Q2 2026.
Sowell Financial Services bought 12,150 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $592K.
Timothy Plan US Large/Mid Cap Core ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #155 holding.
Sowell Financial Services first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q3 2020 and has held it in 9 quarters since.
98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.