Guardian Wealth Advisors (North Carolina)’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2026 Q1	$128K	Buy	+4,519	New	+$134K	0.01%	377
2025 Q3	–	Sell	-4,507	Closed	-$137K	–	532
2025 Q2	$137K	Hold	4,507	–	–	0.01%	345
2025 Q1	$125K	Buy	+4,507	New	+$130K	0.01%	335

Other funds holding TMFG

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

Caprock Group Boise, Idaho $4.12B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

WPC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TMFG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Motley Fool Global Opportunities ETF (TMFG) in Q1 2026: 4,519 shares worth $128K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in TMFG as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in TMFG in Q1 2025 and has held it in 3 quarters since. The position peaked at $137K in Q2 2025. 63 funds tracked by Wall St. Rank hold TMFG as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 4,519 shares of Motley Fool Global Opportunities ETF worth $128K as of Q1 2026.
Motley Fool Global Opportunities ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Motley Fool Global Opportunities ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #377 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Motley Fool Global Opportunities ETF in Q1 2025 and has held it in 3 quarters since.
Guardian Wealth Advisors (North Carolina)'s Motley Fool Global Opportunities ETF position peaked at $137K in Q2 2025.
63 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.