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United Capital Financial Advisors’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

United Capital Financial Advisors’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
2026
Q1 		$1.21M Buy
28,410
+2,092
+8% +$91.2K 0.01% 690
2025
Q4 		$1.09M Buy
26,318
+6,160
+31% +$254K 0.01% 710
2025
Q3 		$838K Buy
20,158
+2,918
+17% +$118K 0.01% 696
2025
Q2 		$667K Buy
17,240
+4,592
+36% +$170K 0.01% 715
2025
Q1 		$468K Buy
12,648
+6,520
+106% +$254K ﹤0.01% 765
2024
Q4 		$239K Buy
+6,128
New +$246K ﹤0.01% 962

Other funds holding TPSC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

United Capital Financial Advisors's TPSC Position: Q1 2026 in Review

United Capital Financial Advisors increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 7.9% in Q1 2026, buying an estimated $91.2K and bringing the position to 28,410 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #690.

United Capital Financial Advisors first reported a position in TPSC in Q4 2024 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold TPSC as of Q1 2026.

  • United Capital Financial Advisors held 28,410 shares of Timothy Plan US Small Cap Core ETF worth $1.21M as of Q1 2026.
  • United Capital Financial Advisors bought 2,092 Timothy Plan US Small Cap Core ETF shares in Q1 2026, an estimated $91.2K.
  • Timothy Plan US Small Cap Core ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #690 holding.
  • United Capital Financial Advisors first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.