Commonwealth Equity Services
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Commonwealth Equity Services’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Commonwealth Equity Services’s Portfolio TMFG Stock Details TMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.26M Sell
42,104
-1,564
-4% -$48.7K ﹤0.01% 2458
2026
Q2 		$1.34M Sell
43,668
-286
-0.7% -$8.72K ﹤0.01% 2474
2026
Q1 		$1.24M Sell
43,954
-3,518
-7% -$104K ﹤0.01% 2422
2025
Q4 		$1.43M Buy
47,472
+380
+0.8% +$11.4K ﹤0.01% 2274
2025
Q3 		$1.41M Buy
47,092
+7,399
+19% +$225K ﹤0.01% 2308
2025
Q2 		$1.21M Buy
39,693
+321
+0.8% +$9.26K ﹤0.01% 2408
2025
Q1 		$1.09M Sell
39,372
-2,658
-6% -$76.8K ﹤0.01% 2385
2024
Q4 		$1.19M Buy
42,030
+2,763
+7% +$88.3K ﹤0.01% 2260
2024
Q3 		$1.24M Sell
39,267
-2,142
-5% -$65.6K ﹤0.01% 2173
2024
Q2 		$1.22M Buy
41,409
+2
+0% +$59 ﹤0.01% 2134
2024
Q1 		$1.26M Sell
41,407
-9,271
-18% -$266K ﹤0.01% 2094
2023
Q4 		$1.41M Sell
50,678
-500
-1% -$13.4K ﹤0.01% 1929
2023
Q3 		$1.34M Sell
51,178
-4,193
-8% -$113K ﹤0.01% 1870
2023
Q2 		$1.48M Sell
55,371
-7,041
-11% -$181K ﹤0.01% 1827
2023
Q1 		$1.6M Sell
62,412
-7,994
-11% -$199K ﹤0.01% 1704
2022
Q4 		$1.61M Buy
70,406
+2,006
+3% +$46.5K ﹤0.01% 1642
2022
Q3 		$1.52M Sell
68,400
-7,009
-9% -$173K ﹤0.01% 1609
2022
Q2 		$1.74M Sell
75,409
-8,883
-11% -$225K ﹤0.01% 1517
2022
Q1 		$2.46M Sell
84,292
-7,383
-8% -$212K 0.01% 1378
2021
Q4 		$2.94M Buy
+91,675
New +$2.9M 0.01% 1241

Other funds holding TMFG

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Wilkerson Advisory Group
Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Commonwealth Equity Services's TMFG Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Motley Fool Global Opportunities ETF (TMFG) stake by 3.6% in Q3 2026, selling an estimated $48.7K and leaving 42,104 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Commonwealth Equity Services first reported a position in TMFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.94M in Q4 2021. 18 funds tracked by Wall St. Rank hold TMFG as of Q3 2026.

  • Commonwealth Equity Services held 42,104 shares of Motley Fool Global Opportunities ETF worth $1.26M as of Q3 2026.
  • Commonwealth Equity Services sold 1,564 Motley Fool Global Opportunities ETF shares in Q3 2026, an estimated $48.7K.
  • Motley Fool Global Opportunities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2458 holding.
  • Commonwealth Equity Services first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and has held it in 20 quarters since.
  • Commonwealth Equity Services's Motley Fool Global Opportunities ETF position peaked at $2.94M in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.