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Steward Partners Investment Advisory’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		– Sell
-66
Closed -$2.54K – 4564
2025
Q4 		$2.54K Buy
+66
New +$2.55K ﹤0.01% 3895

Other funds holding TPHD

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Steward Partners Investment Advisory's TPHD Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q1 2026, closing a stake of 66 shares — an estimated $2.54K sold.

Steward Partners Investment Advisory first reported a position in TPHD in Q4 2025 and held it in 1 quarter. The position peaked at $2.54K in Q4 2025. 94 funds tracked by Wall St. Rank hold TPHD as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Timothy Plan High Dividend Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 66 Timothy Plan High Dividend Stock ETF shares in Q1 2026, an estimated $2.54K.
  • Steward Partners Investment Advisory first reported a position in Timothy Plan High Dividend Stock ETF in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Timothy Plan High Dividend Stock ETF position peaked at $2.54K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.