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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
Q2 		$6.5K Hold
180
– – ﹤0.01% 1208
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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DC
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Cambridge Investment Research Advisors
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's TMFS Position: Q2 2026 in Review

Golden State Wealth Management held its Motley Fool Small-Cap Growth ETF (TMFS) position steady in Q2 2026 at 180 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Golden State Wealth Management first reported a position in TMFS in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold TMFS as of Q2 2026.

  • Golden State Wealth Management held 180 shares of Motley Fool Small-Cap Growth ETF worth $6.5K as of Q2 2026.
  • Golden State Wealth Management left its Motley Fool Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Motley Fool Small-Cap Growth ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1208 holding.
  • Golden State Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.