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Advisornet Financial’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Advisornet Financial’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,135
Closed -$40.2K – 2246
2024
Q4 		$40.2K Buy
1,135
+1,070
+1,646% +$38.6K ﹤0.01% 942
2024
Q3 		$2.16K Hold
65
– – ﹤0.01% 1734
2024
Q2 		$2.02K Hold
65
– – ﹤0.01% 1636
2024
Q1 		$2.07K Buy
+65
New +$1.97K ﹤0.01% 1594

Other funds holding TMFS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisornet Financial's TMFS Position: Q1 2025 in Review

Advisornet Financial sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q1 2025, closing a stake of 1,135 shares — an estimated $40.2K sold.

Advisornet Financial first reported a position in TMFS in Q1 2024 and held it in 4 quarters. The position peaked at $40.2K in Q4 2024. 26 funds tracked by Wall St. Rank hold TMFS as of Q1 2025.

  • Advisornet Financial reported no remaining Motley Fool Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 1,135 Motley Fool Small-Cap Growth ETF shares in Q1 2025, an estimated $40.2K.
  • Advisornet Financial first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2024 and held it in 4 quarters.
  • Advisornet Financial's Motley Fool Small-Cap Growth ETF position peaked at $40.2K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.