9258 Wealth Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

9258 Wealth Management’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
2024 Q3	$890K	Hold	28,066	–	–	0.13%	130
2024 Q2	$826K	Hold	28,066	–	–	0.13%	136
2024 Q1	$851K	Hold	28,066	–	–	0.13%	139
2023 Q4	$781K	Hold	28,066	–	–	0.14%	140
2023 Q3	$734K	Hold	28,066	–	–	0.14%	135
2023 Q2	$750K	Hold	28,066	–	–	0.14%	135
2023 Q1	$720K	Hold	28,066	–	–	0.15%	135
2022 Q4	$642K	Sell	28,066 -7,286	-21%	-$169K	0.14%	140
2022 Q3	$787K	Hold	35,352	–	–	0.2%	112
2022 Q2	$815K	Sell	35,352 -5,568	-14%	-$141K	0.21%	112
2022 Q1	$1.19M	Hold	40,920	–	–	0.28%	80
2021 Q4	$1.31M	Buy	+40,920	New	+$1.29M	0.3%	69

Other funds holding TMFG

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

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

9258 Wealth Management's TMFG Position: Q3 2024 in Review

9258 Wealth Management held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q3 2024 at 28,066 shares worth $890K. The position accounts for 0.13% of the portfolio, ranked #130.

9258 Wealth Management first reported a position in TMFG in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2021. 56 funds tracked by Wall St. Rank hold TMFG as of Q3 2024.

9258 Wealth Management held 28,066 shares of Motley Fool Global Opportunities ETF worth $890K as of Q3 2024.
9258 Wealth Management left its Motley Fool Global Opportunities ETF share count unchanged in Q3 2024.
Motley Fool Global Opportunities ETF made up 0.13% of 9258 Wealth Management's portfolio in Q3 2024, its #130 holding.
9258 Wealth Management first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and has held it in 12 quarters since.
9258 Wealth Management's Motley Fool Global Opportunities ETF position peaked at $1.31M in Q4 2021.
56 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.