SEM
TPLC icon

Strategic Equity Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Strategic Equity Management’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
2023
Q2 		– Sell
-45,412
Closed -$1.56M – 41
2023
Q1 		$1.56M Buy
+45,412
New +$1.56M 0.56% 23

Other funds holding TPLC

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Strategic Equity Management's TPLC Position: Q2 2023 in Review

Strategic Equity Management sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q2 2023, closing a stake of 45,412 shares — an estimated $1.56M sold.

Strategic Equity Management first reported a position in TPLC in Q1 2023 and held it in 1 quarter. The position peaked at $1.56M in Q1 2023. 63 funds tracked by Wall St. Rank hold TPLC as of Q2 2023.

  • Strategic Equity Management reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Equity Management sold 45,412 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2023, an estimated $1.56M.
  • Strategic Equity Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and held it in 1 quarter.
  • Strategic Equity Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $1.56M in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2023.

Based on Strategic Equity Management's 13F filing for Q2 2023, filed 18 Jul 2023.