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Atria Wealth Solutions’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Atria Wealth Solutions’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
Q2 		$349K Buy
9,872
+1,133
+13% +$37.6K 0.01% 1081
2025
Q1 		$283K Buy
8,739
+1,205
+16% +$42.5K ﹤0.01% 1500
2024
Q4 		$267K Buy
+7,534
New +$272K ﹤0.01% 1632

Other funds holding TMFS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $276M AUM 27.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's TMFS Position: Q2 2025 in Review

Atria Wealth Solutions increased its Motley Fool Small-Cap Growth ETF (TMFS) stake by 13% in Q2 2025, buying an estimated $37.6K and bringing the position to 9,872 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #1081.

Atria Wealth Solutions first reported a position in TMFS in Q4 2024 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold TMFS as of Q2 2025.

  • Atria Wealth Solutions held 9,872 shares of Motley Fool Small-Cap Growth ETF worth $349K as of Q2 2025.
  • Atria Wealth Solutions bought 1,133 Motley Fool Small-Cap Growth ETF shares in Q2 2025, an estimated $37.6K.
  • Motley Fool Small-Cap Growth ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1081 holding.
  • Atria Wealth Solutions first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.