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Bridge Advisory’s Motley Fool 100 Index ETF TMFC Stock Holding History

Bridge Advisory’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
2023
Q1 		– Sell
-22,596
Closed -$688K – 135
2022
Q4 		$688K Sell
22,596
-4,697
-17% -$148K 0.29% 70
2022
Q3 		$838K Sell
27,293
-697
-2% -$23.9K 0.41% 61
2022
Q2 		$912K Sell
27,990
-84
-0.3% -$2.95K 0.44% 53
2022
Q1 		$1.15M Buy
28,074
+11,688
+71% +$465K 0.5% 41
2021
Q4 		$723K Buy
16,386
+1,476
+10% +$63.3K 0.33% 51
2021
Q3 		$594K Buy
14,910
+2,409
+19% +$99.1K 0.29% 48
2021
Q2 		$495K Buy
12,501
+6,572
+111% +$248K 0.25% 54
2021
Q1 		$211K Buy
+5,929
New +$212K 0.13% 68

Other funds holding TMFC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bridge Advisory's TMFC Position: Q1 2023 in Review

Bridge Advisory sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2023, closing a stake of 22,596 shares — an estimated $688K sold.

Bridge Advisory first reported a position in TMFC in Q1 2021 and held it in 8 quarters. The position peaked at $1.15M in Q1 2022. 63 funds tracked by Wall St. Rank hold TMFC as of Q1 2023.

  • Bridge Advisory reported no remaining Motley Fool 100 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Bridge Advisory sold 22,596 Motley Fool 100 Index ETF shares in Q1 2023, an estimated $688K.
  • Bridge Advisory first reported a position in Motley Fool 100 Index ETF in Q1 2021 and held it in 8 quarters.
  • Bridge Advisory's Motley Fool 100 Index ETF position peaked at $1.15M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2023.

Based on Bridge Advisory's 13F filing for Q1 2023, filed 14 Apr 2023.