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Bruce G. Allen Investments’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Bruce G. Allen Investments’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
2025
Q3 		– Sell
-264
Closed -$9.33K – 1106
2025
Q2 		$9.33K Hold
264
– – 0.01% 489
2025
Q1 		$8.56K Hold
264
– – 0.01% 482
2024
Q4 		$9.34K Hold
264
– – 0.01% 481
2024
Q3 		$8.76K Buy
+264
New +$8.53K 0.01% 498

Other funds holding TMFS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $276M AUM 27.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bruce G. Allen Investments's TMFS Position: Q3 2025 in Review

Bruce G. Allen Investments sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q3 2025, closing a stake of 264 shares — an estimated $9.33K sold.

Bruce G. Allen Investments first reported a position in TMFS in Q3 2024 and held it in 4 quarters. The position peaked at $9.34K in Q4 2024. 25 funds tracked by Wall St. Rank hold TMFS as of Q3 2025.

  • Bruce G. Allen Investments reported no remaining Motley Fool Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 264 Motley Fool Small-Cap Growth ETF shares in Q3 2025, an estimated $9.33K.
  • Bruce G. Allen Investments first reported a position in Motley Fool Small-Cap Growth ETF in Q3 2024 and held it in 4 quarters.
  • Bruce G. Allen Investments's Motley Fool Small-Cap Growth ETF position peaked at $9.34K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q3 2025.

Based on Bruce G. Allen Investments's 13F filing for Q3 2025, filed 30 Oct 2025.