Bartlett & Co Wealth Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Bartlett & Co 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
2025 Q1	–	Sell	-7,310	Closed	-$207K	–	1267
2024 Q4	$207K	Hold	7,310	–	–	﹤0.01%	438
2024 Q3	$232K	Sell	7,310 -655	-8%	-$20.1K	﹤0.01%	425
2024 Q2	$234K	Sell	7,965 -318	-4%	-$9.35K	﹤0.01%	424
2024 Q1	$251K	Sell	8,283 -2	-0%	-$57	﹤0.01%	429
2023 Q4	$231K	Buy	8,285 +430	+5%	+$11.5K	﹤0.01%	453
2023 Q3	$205K	Hold	7,855	–	–	﹤0.01%	440
2023 Q2	$210K	Sell	7,855 -1,240	-14%	-$31.9K	﹤0.01%	447
2023 Q1	$233K	Hold	9,095	–	–	﹤0.01%	362
2022 Q4	$208K	Buy	9,095 +63	+0.7%	+$1.46K	﹤0.01%	381
2022 Q3	$201K	Hold	9,032	–	–	﹤0.01%	374
2022 Q2	$208K	Hold	9,032	–	–	﹤0.01%	366
2022 Q1	$263K	Hold	9,032	–	–	﹤0.01%	358
2021 Q4	$290K	Buy	+9,032	New	+$285K	﹤0.01%	356

Other funds holding TMFG

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bartlett & Co Wealth Management's TMFG Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q1 2025, closing a stake of 7,310 shares — an estimated $207K sold.

Bartlett & Co Wealth Management first reported a position in TMFG in Q4 2021 and held it in 13 quarters. The position peaked at $290K in Q4 2021. 55 funds tracked by Wall St. Rank hold TMFG as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining Motley Fool Global Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 7,310 Motley Fool Global Opportunities ETF shares in Q1 2025, an estimated $207K.
Bartlett & Co Wealth Management first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and held it in 13 quarters.
Bartlett & Co Wealth Management's Motley Fool Global Opportunities ETF position peaked at $290K in Q4 2021.
55 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.