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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Redwood Financial Network Solon, Ohio $180M AUM 25.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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.