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CAPTRUST Financial Advisors’s
Motley Fool Mid-Cap Growth ETF
TMFM
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
TMFM Stock Details
TMFM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$228K
Hold
11,325
–
–
﹤0.01%
2592
2025
Q4
$265K
Hold
11,325
–
–
﹤0.01%
2335
2025
Q3
$281K
Hold
11,325
–
–
﹤0.01%
2210
2025
Q2
$302K
Hold
11,325
–
–
﹤0.01%
2051
2025
Q1
$283K
Buy
+11,325
New
+$296K
﹤0.01%
1976
2024
Q1
–
Sell
-10,558
Closed
-$267K
–
2631
2023
Q4
$267K
Sell
10,558
-201
-2%
-$4.8K
﹤0.01%
2190
2023
Q3
$255K
Buy
+10,759
New
+$260K
﹤0.01%
2112
2022
Q3
–
Sell
-4,447
Closed
-$94K
–
3877
2022
Q2
$94K
Hold
4,447
–
–
﹤0.01%
2243
2022
Q1
$118K
Buy
+4,447
New
+$116K
﹤0.01%
2147
Other funds holding TMFM
GS
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$2.83B AUM
21.76%
1-Year Est. Return
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$68.3B AUM
20.5%
1-Year Est. Return
Susquehanna International Group
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$77.3B AUM
36.07%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
WPC
Wedmont Private Capital
West Chester, Pennsylvania
$3.65B AUM
26.64%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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