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Golden State Wealth Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Golden State Wealth 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
2026
Q1 		$5.76K Hold
180
– – ﹤0.01% 1189
2025
Q4 		$6.27K Buy
+180
New +$6.22K ﹤0.01% 1205

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Raymond James Financial
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden State Wealth Management's TMFS Position: Q1 2026 in Review

Golden State Wealth Management held its Motley Fool Small-Cap Growth ETF (TMFS) position steady in Q1 2026 at 180 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Golden State Wealth Management first reported a position in TMFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.27K in Q4 2025. 29 funds tracked by Wall St. Rank hold TMFS as of Q1 2026.

  • Golden State Wealth Management held 180 shares of Motley Fool Small-Cap Growth ETF worth $5.76K as of Q1 2026.
  • Golden State Wealth Management left its Motley Fool Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Motley Fool Small-Cap Growth ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1189 holding.
  • Golden State Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Golden State Wealth Management's Motley Fool Small-Cap Growth ETF position peaked at $6.27K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.