Avior Wealth Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Avior Wealth Management’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	-400	Closed	-$14.2K	–	2194
2024 Q4	$14.2K	Hold	400	–	–	﹤0.01%	1515
2024 Q3	$13.3K	Hold	400	–	–	﹤0.01%	1467
2024 Q2	$12.4K	Hold	400	–	–	﹤0.01%	1452
2024 Q1	$12.7K	Hold	400	–	–	﹤0.01%	1776
2023 Q4	$12.3K	Hold	400	–	–	﹤0.01%	959
2023 Q3	$11.1K	Hold	400	–	–	﹤0.01%	1024
2023 Q2	$11.5K	Hold	400	–	–	﹤0.01%	1004
2023 Q1	$10.7K	Hold	400	–	–	﹤0.01%	1042
2022 Q4	$9.78K	Hold	400	–	–	﹤0.01%	857
2022 Q3	$9K	Hold	400	–	–	﹤0.01%	872
2022 Q2	$9K	Hold	400	–	–	﹤0.01%	791
2022 Q1	$12K	Hold	400	–	–	﹤0.01%	807
2021 Q4	$14K	Hold	400	–	–	﹤0.01%	767
2021 Q3	$15K	Hold	400	–	–	﹤0.01%	719
2021 Q2	$15K	Hold	400	–	–	﹤0.01%	690
2021 Q1	$15K	Sell	400 -270	-40%	-$10.9K	﹤0.01%	699
2020 Q4	$25K	Hold	670	–	–	﹤0.01%	584
2020 Q3	$20K	Hold	670	–	–	﹤0.01%	594
2020 Q2	$19K	Hold	670	–	–	﹤0.01%	580
2020 Q1	$13K	Hold	670	–	–	﹤0.01%	554
2019 Q4	$17K	Hold	670	–	–	﹤0.01%	543
2019 Q3	$15K	Hold	670	–	–	﹤0.01%	553
2019 Q2	$16K	Hold	670	–	–	﹤0.01%	556
2019 Q1	$15K	Hold	670	–	–	﹤0.01%	510
2018 Q4	$12K	Buy	+670	New	+$13.4K	﹤0.01%	560

Other funds holding TMFS

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Avior Wealth Management's TMFS Position: Q1 2025 in Review

Avior Wealth Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q1 2025, closing a stake of 400 shares — an estimated $14.2K sold.

Avior Wealth Management first reported a position in TMFS in Q4 2018 and held it in 25 quarters. The position peaked at $25K in Q4 2020. 26 funds tracked by Wall St. Rank hold TMFS as of Q1 2025.

Avior Wealth Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 400 Motley Fool Small-Cap Growth ETF shares in Q1 2025, an estimated $14.2K.
Avior Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2018 and held it in 25 quarters.
Avior Wealth Management's Motley Fool Small-Cap Growth ETF position peaked at $25K in Q4 2020.
26 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.