Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Wealth Enhancement Advisory Services’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	$5.69M	Buy	120,039 +18,645	+18%	+$847K	0.01%	935
2026 Q1	$4.35M	Sell	101,394 -51,239	-34%	-$2.23M	0.01%	955
2025 Q4	$6.53M	Buy	152,633 +138,264	+962%	+$5.7M	0.01%	889
2025 Q3	$593K	Buy	14,369 +9,003	+168%	+$365K	﹤0.01%	2226
2025 Q2	$215K	Sell	5,366 -10,118	-65%	-$374K	﹤0.01%	2929
2025 Q1	$573K	Buy	15,484 +844	+6%	+$32.8K	﹤0.01%	1957
2024 Q4	$572K	Buy	+14,640	New	+$587K	﹤0.01%	1893

Other funds holding TPSC

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return