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Steward Partners Investment Advisory’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Steward Partners Investment Advisory’s Portfolio TPSC Stock Details TPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-89
Closed -$3.69K – 4566
2025
Q4 		$3.69K Buy
+89
New +$3.67K ﹤0.01% 3789

Other funds holding TPSC

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q1 2026, closing a stake of 89 shares — an estimated $3.69K sold.

Steward Partners Investment Advisory first reported a position in TPSC in Q4 2025 and held it in 1 quarter. The position peaked at $3.69K in Q4 2025. 89 funds tracked by Wall St. Rank hold TPSC as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Timothy Plan US Small Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 89 Timothy Plan US Small Cap Core ETF shares in Q1 2026, an estimated $3.69K.
  • Steward Partners Investment Advisory first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Timothy Plan US Small Cap Core ETF position peaked at $3.69K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2026.

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