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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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EP Wealth Advisors's TMFG Position: Q2 2025 in Review

EP Wealth Advisors held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q2 2025 at 6,615 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

EP Wealth Advisors first reported a position in TMFG in Q3 2024 and has held it in 4 quarters since. The position peaked at $215K in Q3 2024. 58 funds tracked by Wall St. Rank hold TMFG as of Q2 2025.

  • EP Wealth Advisors held 6,615 shares of Motley Fool Global Opportunities ETF worth $201K as of Q2 2025.
  • EP Wealth Advisors left its Motley Fool Global Opportunities ETF share count unchanged in Q2 2025.
  • Motley Fool Global Opportunities ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1257 holding.
  • EP Wealth Advisors first reported a position in Motley Fool Global Opportunities ETF in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's Motley Fool Global Opportunities ETF position peaked at $215K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.