Bison Wealth’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Bison Wealth’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
2024 Q3	–	Sell	-35,016	Closed	-$1.06M	–	482
2024 Q2	$1.06M	Hold	35,016	–	–	0.17%	136
2024 Q1	$1.06M	Sell	35,016 -1,567	-4%	-$45K	0.17%	136
2023 Q4	$1.02M	Buy	36,583 +1,725	+5%	+$46.1K	0.18%	127
2023 Q3	$912K	Sell	34,858 -5,351	-13%	-$144K	0.18%	132
2023 Q2	$1.07M	Hold	40,209	–	–	0.2%	125
2023 Q1	$1.03M	Sell	40,209 -135	-0.3%	-$3.36K	0.32%	93
2022 Q4	$1.02M	Buy	40,344 +138	+0.3%	+$3.2K	0.33%	98
2022 Q3	$894K	Sell	40,206 -75	-0.2%	-$1.85K	0.35%	88
2022 Q2	$928K	Sell	40,281 -1,719	-4%	-$43.5K	0.53%	55
2022 Q1	$1.22M	Buy	42,000 +35	+0.1%	+$1.01K	0.62%	39
2021 Q4	$1.35M	Buy	+41,965	New	+$1.33M	0.78%	28

Other funds holding TMFG

MFWM

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

Caprock Group Boise, Idaho $4.12B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

9WM

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

Bison Wealth's TMFG Position: Q3 2024 in Review

Bison Wealth sold out of Motley Fool Global Opportunities ETF (TMFG) in Q3 2024, closing a stake of 35,016 shares — an estimated $1.06M sold.

Bison Wealth first reported a position in TMFG in Q4 2021 and held it in 11 quarters. The position peaked at $1.35M in Q4 2021. 56 funds tracked by Wall St. Rank hold TMFG as of Q3 2024.

Bison Wealth reported no remaining Motley Fool Global Opportunities ETF position as of Q3 2024 after selling out during the quarter.
Bison Wealth sold 35,016 Motley Fool Global Opportunities ETF shares in Q3 2024, an estimated $1.06M.
Bison Wealth first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and held it in 11 quarters.
Bison Wealth's Motley Fool Global Opportunities ETF position peaked at $1.35M in Q4 2021.
56 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.