Fulcrum Equity Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Fulcrum Equity Management’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
2021 Q2	–	Sell	-54,375	Closed	-$2.04M	–	235
2021 Q1	$2.04M	Buy	54,375 +45,569	+517%	+$1.84M	0.81%	44
2020 Q4	$339K	Sell	8,806 -442	-5%	-$15.9K	0.14%	120
2020 Q3	$284K	Sell	9,248 -2,076	-18%	-$63.8K	0.13%	121
2020 Q2	$324K	Buy	+11,324	New	+$292K	0.15%	110

Other funds holding TMFS

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CWMU

Caliber Wealth Management (Utah) Orem, Utah $188M AUM 29.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fulcrum Equity Management's TMFS Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q2 2021, closing a stake of 54,375 shares — an estimated $2.04M sold.

Fulcrum Equity Management first reported a position in TMFS in Q2 2020 and held it in 4 quarters. The position peaked at $2.04M in Q1 2021. 38 funds tracked by Wall St. Rank hold TMFS as of Q2 2021.

Fulcrum Equity Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Fulcrum Equity Management sold 54,375 Motley Fool Small-Cap Growth ETF shares in Q2 2021, an estimated $2.04M.
Fulcrum Equity Management first reported a position in Motley Fool Small-Cap Growth ETF in Q2 2020 and held it in 4 quarters.
Fulcrum Equity Management's Motley Fool Small-Cap Growth ETF position peaked at $2.04M in Q1 2021.
38 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.