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EP Wealth Advisors’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

EP Wealth Advisors’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
Q2 		$251K Buy
+8,170
New +$249K ﹤0.01% 1389
2025
Q2 		$201K Hold
6,615
– – ﹤0.01% 1257
2025
Q1 		$183K Hold
6,615
– – ﹤0.01% 1156
2024
Q4 		$187K Sell
6,615
-149
-2% -$4.76K ﹤0.01% 1101
2024
Q3 		$215K Buy
+6,764
New +$207K ﹤0.01% 1010

Other funds holding TMFG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EP Wealth Advisors's TMFG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Motley Fool Global Opportunities ETF (TMFG) in Q2 2026: 8,170 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in TMFG as recently as Q2 2025.

EP Wealth Advisors first reported a position in TMFG in Q3 2024 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold TMFG as of Q2 2026.

  • EP Wealth Advisors held 8,170 shares of Motley Fool Global Opportunities ETF worth $251K as of Q2 2026.
  • Motley Fool Global Opportunities ETF was a new EP Wealth Advisors position in Q2 2026.
  • Motley Fool Global Opportunities ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1389 holding.
  • EP Wealth Advisors first reported a position in Motley Fool Global Opportunities ETF in Q3 2024 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.