XY Planning Network’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

XY Planning Network’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 Q3	$2.39M	Buy	+53,367	New	+$2.53M	0.26%	85
2026 Q2	–	Sell	-53,729	Closed	-$2.3M	–	353
2026 Q1	$2.3M	Buy	53,729 +5,962	+12%	+$260K	0.37%	65
2025 Q4	$1.98M	Buy	47,767 +3,394	+8%	+$140K	0.35%	72
2025 Q3	$1.72M	Hold	44,373	–	–	0.58%	47
2025 Q2	$1.72M	Buy	44,373 +15,917	+56%	+$588K	0.58%	47
2025 Q1	$1.05M	Buy	28,456 +1,510	+6%	+$58.7K	0.7%	43
2024 Q4	$1.05M	Buy	+26,946	New	+$1.08M	0.79%	40

Other funds holding TPSC

PAW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's TPSC Position: Q3 2026 in Review

XY Planning Network opened a new position in Timothy Plan US Small Cap Core ETF (TPSC) in Q3 2026: 53,367 shares worth $2.39M. The stake represents 0.26% of the portfolio and ranks #85 among its holdings. This is a return to the name: XY Planning Network previously reported a position in TPSC as recently as Q1 2026.

XY Planning Network first reported a position in TPSC in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold TPSC as of Q3 2026.

XY Planning Network held 53,367 shares of Timothy Plan US Small Cap Core ETF worth $2.39M as of Q3 2026.
Timothy Plan US Small Cap Core ETF was a new XY Planning Network position in Q3 2026.
Timothy Plan US Small Cap Core ETF made up 0.26% of XY Planning Network's portfolio in Q3 2026, its #85 holding.
XY Planning Network first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.