Wealth Enhancement Advisory Services
TPLC icon

Wealth Enhancement Advisory Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		– Sell
-5,126
Closed -$240K – 3865
2025
Q4 		$240K Buy
+5,126
New +$234K ﹤0.01% 3120

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BFS
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Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's TPLC Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2026, closing a stake of 5,126 shares — an estimated $240K sold.

Wealth Enhancement Advisory Services first reported a position in TPLC in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 99 funds tracked by Wall St. Rank hold TPLC as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,126 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2026, an estimated $240K.
  • Wealth Enhancement Advisory Services first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Timothy Plan US Large/Mid Cap Core ETF position peaked at $240K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.