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Summit Wealth Group (Colorado)’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio TPHD Stock Details TPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$609K Buy
14,409
+970
+7% +$40.5K 0.05% 189
2026
Q1 		$556K Buy
13,439
+689
+5% +$28.4K 0.06% 170
2025
Q4 		$491K Sell
12,750
-65,666
-84% -$2.54M 0.07% 146
2025
Q3 		$3.48M Buy
78,416
+67,108
+593% +$2.6M 0.54% 33
2025
Q2 		$427K Buy
+11,308
New +$413K 0.11% 146

Other funds holding TPHD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TPHD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Timothy Plan High Dividend Stock ETF (TPHD) stake by 7.2% in Q2 2026, buying an estimated $40.5K and bringing the position to 14,409 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #189.

Summit Wealth Group (Colorado) first reported a position in TPHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.48M in Q3 2025. 31 funds tracked by Wall St. Rank hold TPHD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 14,409 shares of Timothy Plan High Dividend Stock ETF worth $609K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 970 Timothy Plan High Dividend Stock ETF shares in Q2 2026, an estimated $40.5K.
  • Timothy Plan High Dividend Stock ETF made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #189 holding.
  • Summit Wealth Group (Colorado) first reported a position in Timothy Plan High Dividend Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Timothy Plan High Dividend Stock ETF position peaked at $3.48M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.