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

Fortis 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
2022
Q3 		– Sell
-1,268
Closed -$29K – 284
2022
Q2 		$29K Hold
1,268
– – 0.02% 180
2022
Q1 		$37K Hold
1,268
– – 0.02% 190
2021
Q4 		$41K Buy
+1,268
New +$40.1K 0.02% 172

Other funds holding TMFG

CG
Caprock Group Boise, Idaho $4.12B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortis Advisors's TMFG Position: Q3 2022 in Review

Fortis Advisors sold out of Motley Fool Global Opportunities ETF (TMFG) in Q3 2022, closing a stake of 1,268 shares — an estimated $29K sold.

Fortis Advisors first reported a position in TMFG in Q4 2021 and held it in 3 quarters. The position peaked at $41K in Q4 2021. 44 funds tracked by Wall St. Rank hold TMFG as of Q3 2022.

  • Fortis Advisors reported no remaining Motley Fool Global Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 1,268 Motley Fool Global Opportunities ETF shares in Q3 2022, an estimated $29K.
  • Fortis Advisors first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and held it in 3 quarters.
  • Fortis Advisors's Motley Fool Global Opportunities ETF position peaked at $41K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.