Envestnet Asset Management
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Envestnet Asset Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Envestnet Asset Management’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
2021
Q2 		– Sell
-9,972
Closed -$374K – 3698
2021
Q1 		$374K Buy
+9,972
New +$404K ﹤0.01% 3014

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Stifel Financial
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CWMU
Caliber Wealth Management (Utah) Orem, Utah $188M AUM 29.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management's TMFS Position: Q2 2021 in Review

Envestnet Asset Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q2 2021, closing a stake of 9,972 shares — an estimated $374K sold.

Envestnet Asset Management first reported a position in TMFS in Q1 2021 and held it in 1 quarter. The position peaked at $374K in Q1 2021. 38 funds tracked by Wall St. Rank hold TMFS as of Q2 2021.

  • Envestnet Asset Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 9,972 Motley Fool Small-Cap Growth ETF shares in Q2 2021, an estimated $374K.
  • Envestnet Asset Management first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2021 and held it in 1 quarter.
  • Envestnet Asset Management's Motley Fool Small-Cap Growth ETF position peaked at $374K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2021.

Based on Envestnet Asset Management's 13F filing for Q2 2021, filed 4 Aug 2021.