HB Wealth Management
TMFG icon

HB Wealth Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

HB Wealth Management’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
2024
Q1 		– Sell
-9,566
Closed -$266K – 867
2023
Q4 		$266K Buy
9,566
+495
+5% +$13.2K ﹤0.01% 652
2023
Q3 		$237K Hold
9,071
– – ﹤0.01% 648
2023
Q2 		$242K Hold
9,071
– – ﹤0.01% 611
2023
Q1 		$233K Hold
9,071
– – ﹤0.01% 622
2022
Q4 		$208K Buy
9,071
+63
+0.7% +$1.46K ﹤0.01% 636
2022
Q3 		$200K Hold
9,008
– – ﹤0.01% 554
2022
Q2 		$208K Hold
9,008
– – ﹤0.01% 541
2022
Q1 		$263K Buy
+9,008
New +$259K ﹤0.01% 487

Other funds holding TMFG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caprock Group
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bison Wealth
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HB Wealth Management's TMFG Position: Q1 2024 in Review

HB Wealth Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q1 2024, closing a stake of 9,566 shares — an estimated $266K sold.

HB Wealth Management first reported a position in TMFG in Q1 2022 and held it in 8 quarters. The position peaked at $266K in Q4 2023. 49 funds tracked by Wall St. Rank hold TMFG as of Q1 2024.

  • HB Wealth Management reported no remaining Motley Fool Global Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • HB Wealth Management sold 9,566 Motley Fool Global Opportunities ETF shares in Q1 2024, an estimated $266K.
  • HB Wealth Management first reported a position in Motley Fool Global Opportunities ETF in Q1 2022 and held it in 8 quarters.
  • HB Wealth Management's Motley Fool Global Opportunities ETF position peaked at $266K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2024.

Based on HB Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.