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BerganKDV Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

BerganKDV Wealth Management’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
Q2 		– Sell
-74
Closed -$3K – 1066
2022
Q1 		$3K Buy
+74
New +$2.94K ﹤0.01% 820

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
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BerganKDV Wealth Management's TMFC Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Motley Fool 100 Index ETF (TMFC) in Q2 2022, closing a stake of 74 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in TMFC in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 58 funds tracked by Wall St. Rank hold TMFC as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining Motley Fool 100 Index ETF position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 74 Motley Fool 100 Index ETF shares in Q2 2022, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Motley Fool 100 Index ETF in Q1 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Motley Fool 100 Index ETF position peaked at $3K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.