Financial Gravity Asset Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Financial Gravity Asset Management’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 Q1	$224K	Buy	+8,096	New	+$234K	0.05%	140
2024 Q2	$251K	Sell	8,546 -8,546	-50%	-$251K	0.06%	105
2024 Q1	$497K	Sell	17,092 -153,828	-90%	-$4.42M	0.07%	110
2023 Q4	$1.38M	Buy	170,920 +8,546	+5%	+$229K	0.01%	301
2023 Q3	$1.14M	Buy	162,374 +153,828	+1,800%	+$4.14M	0.01%	324
2023 Q2	$228	Hold	8,546	–	–	﹤0.01%	1160
2023 Q1	$219	Buy	+8,546	New	+$213K	0.01%	603

Other funds holding TMFG

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

Caprock Group Boise, Idaho $4.12B AUM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Financial Gravity Asset Management's TMFG Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Motley Fool Global Opportunities ETF (TMFG) in Q1 2025: 8,096 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #140 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in TMFG as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in TMFG in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2023. 55 funds tracked by Wall St. Rank hold TMFG as of Q1 2025.

Financial Gravity Asset Management held 8,096 shares of Motley Fool Global Opportunities ETF worth $224K as of Q1 2025.
Motley Fool Global Opportunities ETF was a new Financial Gravity Asset Management position in Q1 2025.
Motley Fool Global Opportunities ETF made up 0.05% of Financial Gravity Asset Management's portfolio in Q1 2025, its #140 holding.
Financial Gravity Asset Management first reported a position in Motley Fool Global Opportunities ETF in Q1 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Motley Fool Global Opportunities ETF position peaked at $1.38M in Q4 2023.
55 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.