SFC
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Strategic Financial Concepts’s Timothy Plan International ETF TPIF Stock Holding History

Strategic Financial Concepts’s Portfolio TPIF Stock Details TPIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,082
Closed -$302K – 783
2024
Q1 		$302K Buy
11,082
+217
+2% +$5.73K 0.07% 228
2023
Q4 		$287K Buy
10,865
+325
+3% +$7.95K 0.17% 106
2023
Q3 		$253K Buy
+10,540
New +$263K 0.09% 209

Other funds holding TPIF

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Strategic Financial Concepts's TPIF Position: Q2 2024 in Review

Strategic Financial Concepts sold out of Timothy Plan International ETF (TPIF) in Q2 2024, closing a stake of 11,082 shares — an estimated $302K sold.

Strategic Financial Concepts first reported a position in TPIF in Q3 2023 and held it in 3 quarters. The position peaked at $302K in Q1 2024. 42 funds tracked by Wall St. Rank hold TPIF as of Q2 2024.

  • Strategic Financial Concepts reported no remaining Timothy Plan International ETF position as of Q2 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 11,082 Timothy Plan International ETF shares in Q2 2024, an estimated $302K.
  • Strategic Financial Concepts first reported a position in Timothy Plan International ETF in Q3 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's Timothy Plan International ETF position peaked at $302K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Timothy Plan International ETF as of Q2 2024.

Based on Strategic Financial Concepts's 13F filing for Q2 2024, filed 6 Aug 2024.