Financial Architects (New Jersey)’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Financial Architects (New Jersey)’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
2020 Q2	–	Sell	-860	Closed	-$18K	–	912
2020 Q1	$18K	Hold	860	–	–	﹤0.01%	537
2019 Q4	$22K	Hold	860	–	–	﹤0.01%	564
2019 Q3	$19K	Hold	860	–	–	﹤0.01%	609
2019 Q2	$21K	Hold	860	–	–	﹤0.01%	707
2019 Q1	$20K	Buy	+860	New	+$18.9K	﹤0.01%	888

Other funds holding TMFS

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

TIA

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

Financial Architects (New Jersey)'s TMFS Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q2 2020, closing a stake of 860 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in TMFS in Q1 2019 and held it in 5 quarters. The position peaked at $22K in Q4 2019. 18 funds tracked by Wall St. Rank hold TMFS as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Motley Fool Small-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 860 Motley Fool Small-Cap Growth ETF shares in Q2 2020, an estimated $18K.
Financial Architects (New Jersey) first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s Motley Fool Small-Cap Growth ETF position peaked at $22K in Q4 2019.
18 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.