Capital Performance Advisors’s Motley Fool Next Index ETF TMFX Stock Holding History

Capital Performance Advisors’s Portfolio TMFX Stock Details TMFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-602	Closed	-$11.3K	–	2454
2024 Q3	$11.3K	Buy	+602	New	+$10.7K	﹤0.01%	799

Other funds holding TMFX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's TMFX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Motley Fool Next Index ETF (TMFX) in Q4 2024, closing a stake of 602 shares — an estimated $11.3K sold.

Capital Performance Advisors first reported a position in TMFX in Q3 2024 and held it in 1 quarter. The position peaked at $11.3K in Q3 2024. 7 funds tracked by Wall St. Rank hold TMFX as of Q4 2024.

Capital Performance Advisors reported no remaining Motley Fool Next Index ETF position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 602 Motley Fool Next Index ETF shares in Q4 2024, an estimated $11.3K.
Capital Performance Advisors first reported a position in Motley Fool Next Index ETF in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Motley Fool Next Index ETF position peaked at $11.3K in Q3 2024.
7 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.