Commonwealth Equity Services
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Commonwealth Equity Services’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-7,492
Closed -$265K – 4284
2024
Q4 		$265K Buy
7,492
+336
+5% +$12.1K ﹤0.01% 3531
2024
Q3 		$238K Sell
7,156
-8,997
-56% -$291K ﹤0.01% 3553
2024
Q2 		$503K Sell
16,153
-1,359
-8% -$41.6K ﹤0.01% 2831
2024
Q1 		$558K Buy
17,512
+952
+6% +$28.9K ﹤0.01% 2741
2023
Q4 		$508K Buy
16,560
+1,055
+7% +$29.2K ﹤0.01% 2690
2023
Q3 		$432K Sell
15,505
-202
-1% -$5.83K ﹤0.01% 2714
2023
Q2 		$451K Buy
15,707
+7,088
+82% +$194K ﹤0.01% 2711
2023
Q1 		$230 Sell
8,619
-136
-2% -$3.59K ﹤0.01% 3194
2022
Q4 		$214K Sell
8,755
-1,228
-12% -$29.7K ﹤0.01% 3161
2022
Q3 		$232K Sell
9,983
-158
-2% -$3.97K ﹤0.01% 3048
2022
Q2 		$236K Buy
10,141
+486
+5% +$12.9K ﹤0.01% 3054
2022
Q1 		$300K Buy
9,655
+37
+0.4% +$1.16K ﹤0.01% 2972
2021
Q4 		$352K Sell
9,618
-2,374
-20% -$90.7K ﹤0.01% 2829
2021
Q3 		$469K Buy
11,992
+9
+0.1% +$358 ﹤0.01% 2520
2021
Q2 		$479K Buy
11,983
+2,430
+25% +$92.7K ﹤0.01% 2504
2021
Q1 		$358K Buy
9,553
+1,156
+14% +$46.8K ﹤0.01% 2603
2020
Q4 		$323K Buy
8,397
+1,396
+20% +$50.1K ﹤0.01% 2509
2020
Q3 		$215K Buy
+7,001
New +$215K ﹤0.01% 2654

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GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services's TMFS Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q1 2025, closing a stake of 7,492 shares — an estimated $265K sold.

Commonwealth Equity Services first reported a position in TMFS in Q3 2020 and held it in 18 quarters. The position peaked at $558K in Q1 2024. 26 funds tracked by Wall St. Rank hold TMFS as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Motley Fool Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 7,492 Motley Fool Small-Cap Growth ETF shares in Q1 2025, an estimated $265K.
  • Commonwealth Equity Services first reported a position in Motley Fool Small-Cap Growth ETF in Q3 2020 and held it in 18 quarters.
  • Commonwealth Equity Services's Motley Fool Small-Cap Growth ETF position peaked at $558K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.