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 Q2	$1.6M	Buy	33,435 +5,025	+18%	+$228K	0.01%	634
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

United Capital Financial Advisors's TPSC Position: Q2 2026 in Review

United Capital Financial Advisors increased its Timothy Plan US Small Cap Core ETF (TPSC) stake by 18% in Q2 2026, buying an estimated $228K and bringing the position to 33,435 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #634.

United Capital Financial Advisors first reported a position in TPSC in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

United Capital Financial Advisors held 33,435 shares of Timothy Plan US Small Cap Core ETF worth $1.6M as of Q2 2026.
United Capital Financial Advisors bought 5,025 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $228K.
Timothy Plan US Small Cap Core ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #634 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 7 quarters since.
95 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.