HighTower Advisors
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HighTower Advisors’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

HighTower Advisors’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
-10,308
Closed -$230K – 3517
2022
Q3 		$230K Hold
10,308
– – ﹤0.01% 2517
2022
Q2 		$238K Hold
10,308
– – ﹤0.01% 2515
2022
Q1 		$300K Buy
+10,308
New +$296K ﹤0.01% 2529

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LPL Financial
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bison Wealth
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
9258 Wealth Management
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

HighTower Advisors's TMFG Position: Q4 2022 in Review

HighTower Advisors sold out of Motley Fool Global Opportunities ETF (TMFG) in Q4 2022, closing a stake of 10,308 shares — an estimated $230K sold.

HighTower Advisors first reported a position in TMFG in Q1 2022 and held it in 3 quarters. The position peaked at $300K in Q1 2022. 41 funds tracked by Wall St. Rank hold TMFG as of Q4 2022.

  • HighTower Advisors reported no remaining Motley Fool Global Opportunities ETF position as of Q4 2022 after selling out during the quarter.
  • HighTower Advisors sold 10,308 Motley Fool Global Opportunities ETF shares in Q4 2022, an estimated $230K.
  • HighTower Advisors first reported a position in Motley Fool Global Opportunities ETF in Q1 2022 and held it in 3 quarters.
  • HighTower Advisors's Motley Fool Global Opportunities ETF position peaked at $300K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.