Creative Planning

Creative Planning’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Creative Planning’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 Q1	$1.2M	Sell	42,589 -1,225	-3%	-$36.3K	﹤0.01%	2307
2025 Q4	$1.32M	Sell	43,814 -509	-1%	-$15.3K	﹤0.01%	2062
2025 Q3	$1.33M	Sell	44,323 -902	-2%	-$27.4K	﹤0.01%	1864
2025 Q2	$1.37M	Buy	45,225 +943	+2%	+$27.2K	﹤0.01%	1605
2025 Q1	$1.23M	Sell	44,282 -3,785	-8%	-$109K	﹤0.01%	1547
2024 Q4	$1.36M	Buy	48,067 +1,659	+4%	+$53K	﹤0.01%	1410
2024 Q3	$1.47M	Hold	46,408	–	–	﹤0.01%	1257
2024 Q2	$1.37M	Hold	46,408	–	–	﹤0.01%	1204
2024 Q1	$1.41M	Hold	46,408	–	–	﹤0.01%	1128
2023 Q4	$1.29M	Buy	46,408 +1,038	+2%	+$27.8K	﹤0.01%	1106
2023 Q3	$1.19M	Buy	45,370 +350	+0.8%	+$9.42K	﹤0.01%	1091
2023 Q2	$1.2M	Buy	45,020 +14,717	+49%	+$378K	﹤0.01%	1040
2023 Q1	$777K	Sell	30,303 -15,186	-33%	-$378K	﹤0.01%	1209
2022 Q4	$1.04M	Buy	45,489 +238	+0.5%	+$5.52K	﹤0.01%	1013
2022 Q3	$1.01M	Sell	45,251 -15,768	-26%	-$389K	﹤0.01%	966
2022 Q2	$1.41M	Buy	61,019 +27,533	+82%	+$696K	﹤0.01%	833
2022 Q1	$976K	Sell	33,486 -3,772	-10%	-$108K	﹤0.01%	998
2021 Q4	$1.2M	Buy	+37,258	New	+$1.18M	﹤0.01%	874

Other funds holding TMFG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

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