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Sunbelt Securities’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Sunbelt Securities’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
2024
Q1 		– Sell
-1,357
Closed -$48K – 1791
2023
Q4 		$48K Buy
1,357
+50
+4% +$1.59K 0.01% 827
2023
Q3 		$40.5K Buy
1,307
+75
+6% +$2.43K 0.01% 851
2023
Q2 		$39.3K Buy
1,232
+80
+7% +$2.45K 0.01% 850
2023
Q1 		$35.4K Buy
+1,152
New +$37.1K 0.01% 814

Other funds holding TPSC

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 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
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

Sunbelt Securities's TPSC Position: Q1 2024 in Review

Sunbelt Securities sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q1 2024, closing a stake of 1,357 shares — an estimated $48K sold.

Sunbelt Securities first reported a position in TPSC in Q1 2023 and held it in 4 quarters. The position peaked at $48K in Q4 2023. 49 funds tracked by Wall St. Rank hold TPSC as of Q1 2024.

  • Sunbelt Securities reported no remaining Timothy Plan US Small Cap Core ETF position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,357 Timothy Plan US Small Cap Core ETF shares in Q1 2024, an estimated $48K.
  • Sunbelt Securities first reported a position in Timothy Plan US Small Cap Core ETF in Q1 2023 and held it in 4 quarters.
  • Sunbelt Securities's Timothy Plan US Small Cap Core ETF position peaked at $48K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.