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Advisornet Financial’s Motley Fool Capital Efficiency 100 Index ETF TMFE Stock Holding History

Advisornet Financial’s Portfolio TMFE Stock Details TMFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-929
Closed -$24.1K – 2256
2024
Q3 		$24.1K Buy
929
+84
+10% +$2.1K ﹤0.01% 1132
2024
Q2 		$20.8K Hold
845
– – ﹤0.01% 1085
2024
Q1 		$19.7K Buy
+845
New +$18.8K ﹤0.01% 1079

Other funds holding TMFE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Advisornet Financial's TMFE Position: Q4 2024 in Review

Advisornet Financial sold out of Motley Fool Capital Efficiency 100 Index ETF (TMFE) in Q4 2024, closing a stake of 929 shares — an estimated $24.1K sold.

Advisornet Financial first reported a position in TMFE in Q1 2024 and held it in 3 quarters. The position peaked at $24.1K in Q3 2024. 15 funds tracked by Wall St. Rank hold TMFE as of Q4 2024.

  • Advisornet Financial reported no remaining Motley Fool Capital Efficiency 100 Index ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 929 Motley Fool Capital Efficiency 100 Index ETF shares in Q4 2024, an estimated $24.1K.
  • Advisornet Financial first reported a position in Motley Fool Capital Efficiency 100 Index ETF in Q1 2024 and held it in 3 quarters.
  • Advisornet Financial's Motley Fool Capital Efficiency 100 Index ETF position peaked at $24.1K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Motley Fool Capital Efficiency 100 Index ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.