AE Wealth Management
TMFG icon

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

AE 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
2026
Q2 		$262K Buy
8,532
+5,369
+170% +$164K ﹤0.01% 1552
2026
Q1 		$89.4K Hold
3,163
– – ﹤0.01% 1833
2025
Q4 		$95.4K Buy
3,163
+9
+0.3% +$270 ﹤0.01% 1714
2025
Q3 		$94.4K Sell
3,154
-80
-2% -$2.43K ﹤0.01% 1585
2025
Q2 		$98.3K Sell
3,234
-7
-0.2% -$202 ﹤0.01% 1488
2025
Q1 		$89.7K Hold
3,241
– – ﹤0.01% 1470
2024
Q4 		$91.8K Buy
+3,241
New +$104K ﹤0.01% 1452

Other funds holding TMFG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caprock Group
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's TMFG Position: Q2 2026 in Review

AE Wealth Management increased its Motley Fool Global Opportunities ETF (TMFG) stake by 170% in Q2 2026, buying an estimated $164K and bringing the position to 8,532 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

AE Wealth Management first reported a position in TMFG in Q4 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold TMFG as of Q2 2026.

  • AE Wealth Management held 8,532 shares of Motley Fool Global Opportunities ETF worth $262K as of Q2 2026.
  • AE Wealth Management bought 5,369 Motley Fool Global Opportunities ETF shares in Q2 2026, an estimated $164K.
  • Motley Fool Global Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1552 holding.
  • AE Wealth Management first reported a position in Motley Fool Global Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.