Sowell Financial Services LLC Has $2.63 Million Stock Position in Timothy Plan US Small Cap Core ETF $TPSC

Sowell Financial Services LLC lifted its holdings in Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC) by 29.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 63,344 shares of the company’s stock after buying an additional 14,555 shares during the quarter. Sowell Financial Services LLC’s holdings in Timothy Plan US Small Cap Core ETF were worth $2,633,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Bare Financial Services Inc boosted its position in Timothy Plan US Small Cap Core ETF by 7.4% during the 2nd quarter. Bare Financial Services Inc now owns 234,255 shares of the company’s stock worth $9,061,000 after acquiring an additional 16,198 shares during the last quarter. O Connor Financial Group LLC lifted its holdings in shares of Timothy Plan US Small Cap Core ETF by 2.6% during the second quarter. O Connor Financial Group LLC now owns 153,339 shares of the company’s stock worth $6,152,000 after buying an additional 3,831 shares in the last quarter. CreativeOne Wealth LLC boosted its holdings in Timothy Plan US Small Cap Core ETF by 4.7% in the 2nd quarter. CreativeOne Wealth LLC now owns 143,059 shares of the company’s stock valued at $5,534,000 after purchasing an additional 6,445 shares during the period. Turning Point Benefit Group Inc. increased its stake in shares of Timothy Plan US Small Cap Core ETF by 1,087.3% in the second quarter. Turning Point Benefit Group Inc. now owns 134,541 shares of the company’s stock valued at $5,204,000 after buying an additional 123,209 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of Timothy Plan US Small Cap Core ETF by 10.8% during the second quarter. EverSource Wealth Advisors LLC now owns 69,149 shares of the company’s stock worth $2,675,000 after purchasing an additional 6,719 shares during the period.

Timothy Plan US Small Cap Core ETF Trading Down 0.1%

Shares of TPSC opened at $42.31 on Monday. The stock’s 50-day moving average price is $41.22 and its two-hundred day moving average price is $40.63. Timothy Plan US Small Cap Core ETF has a 12 month low of $32.29 and a 12 month high of $42.83. The company has a market capitalization of $251.74 million, a PE ratio of 16.66 and a beta of 1.02.

Timothy Plan US Small Cap Core ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Friday, December 12th. Investors of record on Thursday, December 11th were issued a $0.1047 dividend. The ex-dividend date was Thursday, December 11th. This is a positive change from Timothy Plan US Small Cap Core ETF’s previous monthly dividend of $0.00. This represents a c) annualized dividend and a yield of 3.0%.

Timothy Plan US Small Cap Core ETF Profile

The Timothy Plan US Small Cap Core ETF (TPSC) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a volatility-weighted index of U.S small-caps screened for defined Christian values. TPSC was launched on Dec 2, 2019 and is managed by Timothy.