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Rothwell Investment Advisors, LLC’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio TMFG Stock Details TMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.3K Buy
+1,646
New +$51.3K 0.03% 429

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Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
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Truist Financial
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Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TMFG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Motley Fool Global Opportunities ETF (TMFG) in Q3 2026: 1,646 shares worth $49.3K. The stake represents 0.03% of the portfolio and ranks #429 among its holdings.

23 funds tracked by Wall St. Rank hold TMFG as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 1,646 shares of Motley Fool Global Opportunities ETF worth $49.3K as of Q3 2026.
  • Motley Fool Global Opportunities ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Motley Fool Global Opportunities ETF made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #429 holding.
  • 23 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.