Caliber Wealth Management (Utah)’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Caliber Wealth Management (Utah)’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
2021 Q4	–	Sell	-28,150	Closed	-$1.11M	–	77
2021 Q3	$1.11M	Buy	28,150 +1,731	+7%	+$68.8K	0.79%	56
2021 Q2	$1.06M	Sell	26,419 -21,260	-45%	-$811K	0.75%	55
2021 Q1	$1.79M	Buy	47,679 +2,640	+6%	+$107K	1.3%	22
2020 Q4	$1.74M	Buy	+45,039	New	+$1.62M	1.7%	18

Other funds holding TMFS

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

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

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TIA

Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return

Caliber Wealth Management (Utah)'s TMFS Position: Q4 2021 in Review

Caliber Wealth Management (Utah) sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q4 2021, closing a stake of 28,150 shares — an estimated $1.11M sold.

Caliber Wealth Management (Utah) first reported a position in TMFS in Q4 2020 and held it in 4 quarters. The position peaked at $1.79M in Q1 2021. 41 funds tracked by Wall St. Rank hold TMFS as of Q4 2021.

Caliber Wealth Management (Utah) reported no remaining Motley Fool Small-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 28,150 Motley Fool Small-Cap Growth ETF shares in Q4 2021, an estimated $1.11M.
Caliber Wealth Management (Utah) first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
Caliber Wealth Management (Utah)'s Motley Fool Small-Cap Growth ETF position peaked at $1.79M in Q1 2021.
41 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q4 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2021, filed 20 Jan 2022.