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Steward Partners Investment Advisory’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-215
Closed -$9.77K – 4565
2025
Q4 		$9.77K Buy
+215
New +$9.82K ﹤0.01% 3454

Other funds holding TPLC

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2026, closing a stake of 215 shares — an estimated $9.77K sold.

Steward Partners Investment Advisory first reported a position in TPLC in Q4 2025 and held it in 1 quarter. The position peaked at $9.77K in Q4 2025. 98 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 215 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $9.77K.
  • Steward Partners Investment Advisory first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Timothy Plan US Large/Mid Cap Core ETF position peaked at $9.77K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

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