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Beacon Pointe Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Beacon Pointe Advisors’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,237
Closed -$389K – 1060
2022
Q2 		$389K Sell
12,237
-3,532
-22% -$124K 0.01% 736
2022
Q1 		$645K Buy
+15,769
New +$628K 0.01% 737

Other funds holding TMFC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Beacon Pointe Advisors's TMFC Position: Q3 2022 in Review

Beacon Pointe Advisors sold out of Motley Fool 100 Index ETF (TMFC) in Q3 2022, closing a stake of 12,237 shares — an estimated $389K sold.

Beacon Pointe Advisors first reported a position in TMFC in Q1 2022 and held it in 2 quarters. The position peaked at $645K in Q1 2022. 55 funds tracked by Wall St. Rank hold TMFC as of Q3 2022.

  • Beacon Pointe Advisors reported no remaining Motley Fool 100 Index ETF position as of Q3 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,237 Motley Fool 100 Index ETF shares in Q3 2022, an estimated $389K.
  • Beacon Pointe Advisors first reported a position in Motley Fool 100 Index ETF in Q1 2022 and held it in 2 quarters.
  • Beacon Pointe Advisors's Motley Fool 100 Index ETF position peaked at $645K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q3 2022.

Based on Beacon Pointe Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.