Gradient Investments
TMFG icon

Gradient Investments’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Gradient Investments’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
Q4 		– Sell
-4,647
Closed -$103K – 1660
2022
Q3 		$103K Hold
4,647
– – ﹤0.01% 366
2022
Q2 		$107K Hold
4,647
– – ﹤0.01% 369
2022
Q1 		$135K Buy
+4,647
New +$134K ﹤0.01% 336

Other funds holding TMFG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Caprock Group
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gradient Investments's TMFG Position: Q4 2022 in Review

Gradient Investments sold out of Motley Fool Global Opportunities ETF (TMFG) in Q4 2022, closing a stake of 4,647 shares — an estimated $103K sold.

Gradient Investments first reported a position in TMFG in Q1 2022 and held it in 3 quarters. The position peaked at $135K in Q1 2022. 41 funds tracked by Wall St. Rank hold TMFG as of Q4 2022.

  • Gradient Investments reported no remaining Motley Fool Global Opportunities ETF position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 4,647 Motley Fool Global Opportunities ETF shares in Q4 2022, an estimated $103K.
  • Gradient Investments first reported a position in Motley Fool Global Opportunities ETF in Q1 2022 and held it in 3 quarters.
  • Gradient Investments's Motley Fool Global Opportunities ETF position peaked at $135K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.