FGAM
TMFG icon

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 Hold
8,546
– – 0.06% 105
2024
Q1 		$238K Hold
8,546
– – 0.07% 113
2023
Q4 		$238K Buy
+8,546
New +$229K 0.07% 112

Other funds holding TMFG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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
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 Q4 2023 and has held it in 4 quarters since. The position peaked at $251K in Q2 2024. 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 Q4 2023 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Motley Fool Global Opportunities ETF position peaked at $251K in Q2 2024.
  • 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.