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

Caprock Group Boise, Idaho $4.12B AUM

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

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

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

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

WPC

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

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 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

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.