Allworth Financial
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Allworth Financial’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Allworth Financial’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
Q3 		$66.4K Hold
2,158
– – ﹤0.01% 2356
2026
Q2 		$66.4K Sell
2,158
-135
-6% -$4.12K ﹤0.01% 2245
2026
Q1 		$64.8K Buy
2,293
+135
+6% +$4K ﹤0.01% 2137
2025
Q4 		$65.1K Sell
2,158
-3,698
-63% -$111K ﹤0.01% 2024
2025
Q3 		$175K Buy
5,856
+3,698
+171% +$112K ﹤0.01% 1367
2025
Q2 		$65.6K Buy
2,158
+1,844
+587% +$53.2K ﹤0.01% 1784
2025
Q1 		$8.84K Hold
314
– – ﹤0.01% 2477
2024
Q4 		$9.17K Hold
314
– – ﹤0.01% 2475
2024
Q3 		$10K Hold
314
– – ﹤0.01% 2259
2024
Q2 		$9.5K Sell
314
-482
-61% -$14.2K ﹤0.01% 2240
2024
Q1 		$24.1K Buy
796
+482
+154% +$13.8K ﹤0.01% 1664
2023
Q4 		$8.74K Hold
314
– – ﹤0.01% 2036
2023
Q3 		$8.22K Hold
314
– – ﹤0.01% 1911
2023
Q2 		$8.39K Buy
+314
New +$8.07K ﹤0.01% 1916

Other funds holding TMFG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Wilkerson Advisory Group
Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

Allworth Financial's TMFG Position: Q3 2026 in Review

Allworth Financial held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q3 2026 at 2,158 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Allworth Financial first reported a position in TMFG in Q2 2023 and has held it in 14 quarters since. The position peaked at $175K in Q3 2025. 21 funds tracked by Wall St. Rank hold TMFG as of Q3 2026.

  • Allworth Financial held 2,158 shares of Motley Fool Global Opportunities ETF worth $66.4K as of Q3 2026.
  • Allworth Financial left its Motley Fool Global Opportunities ETF share count unchanged in Q3 2026.
  • Motley Fool Global Opportunities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #2356 holding.
  • Allworth Financial first reported a position in Motley Fool Global Opportunities ETF in Q2 2023 and has held it in 14 quarters since.
  • Allworth Financial's Motley Fool Global Opportunities ETF position peaked at $175K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.