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Global Wealth Strategies & Associates’s Motley Fool 100 Index ETF TMFC Stock Holding History

Global Wealth Strategies & Associates’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$7.61K – 385
2022
Q4 		$7.61K Buy
+250
New +$7.89K ﹤0.01% 177

Other funds holding TMFC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Global Wealth Strategies & Associates's TMFC Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2023, closing a stake of 250 shares — an estimated $7.61K sold.

Global Wealth Strategies & Associates first reported a position in TMFC in Q4 2022 and held it in 1 quarter. The position peaked at $7.61K in Q4 2022. 63 funds tracked by Wall St. Rank hold TMFC as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining Motley Fool 100 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 250 Motley Fool 100 Index ETF shares in Q1 2023, an estimated $7.61K.
  • Global Wealth Strategies & Associates first reported a position in Motley Fool 100 Index ETF in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Motley Fool 100 Index ETF position peaked at $7.61K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.