SFC
TPLC icon

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

Strategic Financial Concepts’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
Q3 		– Sell
-7,615
Closed -$274K – 285
2023
Q2 		$274K Sell
7,615
-603
-7% -$20.7K 0.1% 181
2023
Q1 		$283K Buy
+8,218
New +$283K 0.11% 162

Other funds holding TPLC

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strategic Financial Concepts's TPLC Position: Q3 2023 in Review

Strategic Financial Concepts sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q3 2023, closing a stake of 7,615 shares — an estimated $274K sold.

Strategic Financial Concepts first reported a position in TPLC in Q1 2023 and held it in 2 quarters. The position peaked at $283K in Q1 2023. 64 funds tracked by Wall St. Rank hold TPLC as of Q3 2023.

  • Strategic Financial Concepts reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q3 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 7,615 Timothy Plan US Large/Mid Cap Core ETF shares in Q3 2023, an estimated $274K.
  • Strategic Financial Concepts first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and held it in 2 quarters.
  • Strategic Financial Concepts's Timothy Plan US Large/Mid Cap Core ETF position peaked at $283K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q3 2023.

Based on Strategic Financial Concepts's 13F filing for Q3 2023, filed 8 Nov 2023.