Gradient Investments’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Gradient Investments’s Portfolio TMFM Stock Details TMFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,139	Closed	-$75K	–	1908
2023 Q2	$75K	Hold	3,139	–	–	﹤0.01%	443
2023 Q1	$70.6K	Hold	3,139	–	–	﹤0.01%	429
2022 Q4	$67K	Sell	3,139 -4,799	-60%	-$103K	﹤0.01%	445
2022 Q3	$166K	Hold	7,938	–	–	0.01%	304
2022 Q2	$168K	Hold	7,938	–	–	﹤0.01%	311
2022 Q1	$211K	Buy	+7,938	New	+$208K	0.01%	284

Other funds holding TMFM

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments's TMFM Position: Q3 2023 in Review

Gradient Investments sold out of Motley Fool Mid-Cap Growth ETF (TMFM) in Q3 2023, closing a stake of 3,139 shares — an estimated $75K sold.

Gradient Investments first reported a position in TMFM in Q1 2022 and held it in 6 quarters. The position peaked at $211K in Q1 2022. 22 funds tracked by Wall St. Rank hold TMFM as of Q3 2023.

Gradient Investments reported no remaining Motley Fool Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 3,139 Motley Fool Mid-Cap Growth ETF shares in Q3 2023, an estimated $75K.
Gradient Investments first reported a position in Motley Fool Mid-Cap Growth ETF in Q1 2022 and held it in 6 quarters.
Gradient Investments's Motley Fool Mid-Cap Growth ETF position peaked at $211K in Q1 2022.
22 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.