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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
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 $377B AUM 19.32% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

AE Wealth Management's TMFG Position: Q1 2026 in Review

AE Wealth Management held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q1 2026 at 3,163 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

AE Wealth Management first reported a position in TMFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $98.3K in Q2 2025. 63 funds tracked by Wall St. Rank hold TMFG as of Q1 2026.

  • AE Wealth Management held 3,163 shares of Motley Fool Global Opportunities ETF worth $89.4K as of Q1 2026.
  • AE Wealth Management left its Motley Fool Global Opportunities ETF share count unchanged in Q1 2026.
  • Motley Fool Global Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1833 holding.
  • AE Wealth Management first reported a position in Motley Fool Global Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Motley Fool Global Opportunities ETF position peaked at $98.3K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.