Belpointe Asset Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,808	Closed	-$72K	–	3124
2023 Q1	$72K	Sell	2,808 -2,785	-50%	-$69.4K	﹤0.01%	1491
2022 Q4	$128K	Buy	5,593 +3	+0.1%	+$70	0.01%	1111
2022 Q3	$124K	Hold	5,590	–	–	0.01%	1045
2022 Q2	$129K	Sell	5,590 -3,417	-38%	-$86.4K	0.01%	1003
2022 Q1	$262K	Buy	+9,007	New	+$259K	0.02%	794

Other funds holding TMFG

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

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

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

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

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

WPC

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Belpointe Asset Management's TMFG Position: Q2 2023 in Review

Belpointe Asset Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q2 2023, closing a stake of 2,808 shares — an estimated $72K sold.

Belpointe Asset Management first reported a position in TMFG in Q1 2022 and held it in 5 quarters. The position peaked at $262K in Q1 2022. 43 funds tracked by Wall St. Rank hold TMFG as of Q2 2023.

Belpointe Asset Management reported no remaining Motley Fool Global Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,808 Motley Fool Global Opportunities ETF shares in Q2 2023, an estimated $72K.
Belpointe Asset Management first reported a position in Motley Fool Global Opportunities ETF in Q1 2022 and held it in 5 quarters.
Belpointe Asset Management's Motley Fool Global Opportunities ETF position peaked at $262K in Q1 2022.
43 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.