Creative Financial Designs’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Creative Financial Designs’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
2023 Q2	–	Sell	-597	Closed	-$15.9K	–	1513
2023 Q1	$15.9K	Hold	597	–	–	﹤0.01%	864
2022 Q4	$14.6K	Hold	597	–	–	﹤0.01%	829
2022 Q3	$14K	Hold	597	–	–	﹤0.01%	819
2022 Q2	$14K	Hold	597	–	–	﹤0.01%	803
2022 Q1	$19K	Hold	597	–	–	﹤0.01%	779
2021 Q4	$22K	Hold	597	–	–	﹤0.01%	746
2021 Q3	$23K	Hold	597	–	–	﹤0.01%	830
2021 Q2	$24K	Hold	597	–	–	﹤0.01%	805
2021 Q1	$22K	Hold	597	–	–	﹤0.01%	766
2020 Q4	$23K	Buy	+597	New	+$21.4K	﹤0.01%	691

Other funds holding TMFS

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Financial Designs's TMFS Position: Q2 2023 in Review

Creative Financial Designs sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q2 2023, closing a stake of 597 shares — an estimated $15.9K sold.

Creative Financial Designs first reported a position in TMFS in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q2 2021. 25 funds tracked by Wall St. Rank hold TMFS as of Q2 2023.

Creative Financial Designs reported no remaining Motley Fool Small-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Creative Financial Designs sold 597 Motley Fool Small-Cap Growth ETF shares in Q2 2023, an estimated $15.9K.
Creative Financial Designs first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2020 and held it in 10 quarters.
Creative Financial Designs's Motley Fool Small-Cap Growth ETF position peaked at $24K in Q2 2021.
25 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.