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Global Wealth Management Investment Advisory’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Global Wealth Management Investment Advisory’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
-474
Closed -$11K – 439
2022
Q2 		$11K Hold
474
– – ﹤0.01% 281
2022
Q1 		$14K Hold
474
– – ﹤0.01% 288
2021
Q4 		$15K Buy
+474
New +$15K ﹤0.01% 278

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

Global Wealth Management Investment Advisory's TMFG Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Motley Fool Global Opportunities ETF (TMFG) in Q3 2022, closing a stake of 474 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in TMFG in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 44 funds tracked by Wall St. Rank hold TMFG as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Motley Fool Global Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 474 Motley Fool Global Opportunities ETF shares in Q3 2022, an estimated $11K.
  • Global Wealth Management Investment Advisory first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Motley Fool Global Opportunities ETF position peaked at $15K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.