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 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 $235M AUM 22.68% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FHC

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 $154M AUM 14.65% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

XY Planning Network's TPSC Position: Q2 2026 in Review

XY Planning Network sold out of Timothy Plan US Small Cap Core ETF (TPSC) in Q2 2026, closing a stake of 53,729 shares — an estimated $2.3M sold.

XY Planning Network first reported a position in TPSC in Q4 2024 and held it in 6 quarters. The position peaked at $2.3M in Q1 2026. 17 funds tracked by Wall St. Rank hold TPSC as of Q2 2026.

XY Planning Network reported no remaining Timothy Plan US Small Cap Core ETF position as of Q2 2026 after selling out during the quarter.
XY Planning Network sold 53,729 Timothy Plan US Small Cap Core ETF shares in Q2 2026, an estimated $2.3M.
XY Planning Network first reported a position in Timothy Plan US Small Cap Core ETF in Q4 2024 and held it in 6 quarters.
XY Planning Network's Timothy Plan US Small Cap Core ETF position peaked at $2.3M in Q1 2026.
17 funds tracked by Wall St. Rank held Timothy Plan US Small Cap Core ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.