Belpointe Asset Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,796	Closed	-$74.6K	–	3125
2023 Q1	$74.6K	Sell	2,796 -1,057	-27%	-$27.9K	﹤0.01%	1478
2022 Q4	$94.2K	Buy	+3,853	New	+$93.1K	0.01%	1273
2022 Q1	–	Sell	-3,117	Closed	-$114K	–	1306
2021 Q4	$114K	Buy	3,117 +111	+4%	+$4.24K	0.01%	1139
2021 Q3	$118K	Buy	3,006 +9	+0.3%	+$358	0.01%	1083
2021 Q2	$120K	Buy	2,997 +123	+4%	+$4.69K	0.01%	1058
2021 Q1	$108K	Buy	2,874 +91	+3%	+$3.68K	0.01%	973
2020 Q4	$107K	Buy	+2,783	New	+$99.9K	0.01%	928

Other funds holding TMFS

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIA

Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Belpointe Asset Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q2 2023, closing a stake of 2,796 shares — an estimated $74.6K sold.

Belpointe Asset Management first reported a position in TMFS in Q4 2020 and held it in 7 quarters. The position peaked at $120K in Q2 2021. 25 funds tracked by Wall St. Rank hold TMFS as of Q2 2023.

Belpointe Asset Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,796 Motley Fool Small-Cap Growth ETF shares in Q2 2023, an estimated $74.6K.
Belpointe Asset Management first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2020 and held it in 7 quarters.
Belpointe Asset Management's Motley Fool Small-Cap Growth ETF position peaked at $120K in Q2 2021.
25 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2023.

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