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Householder Group Estate & Retirement Specialist’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-624
Closed -$18K – 1156
2024
Q3 		$18K Hold
624
– – 0.01% 725
2024
Q2 		$16K Hold
624
– – ﹤0.01% 727
2024
Q1 		$16.9K Hold
624
– – 0.01% 708
2023
Q4 		$15K Hold
624
– – ﹤0.01% 693
2023
Q3 		$14.8K Buy
+624
New +$15.1K 0.01% 701
2023
Q1 		$14K Buy
+624
New +$14.1K 0.01% 725

Other funds holding TMFM

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TMFM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Motley Fool Mid-Cap Growth ETF (TMFM) in Q4 2024, closing a stake of 624 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in TMFM in Q1 2023 and held it in 6 quarters. The position peaked at $18K in Q3 2024. 30 funds tracked by Wall St. Rank hold TMFM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Motley Fool Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 624 Motley Fool Mid-Cap Growth ETF shares in Q4 2024, an estimated $18K.
  • Householder Group Estate & Retirement Specialist first reported a position in Motley Fool Mid-Cap Growth ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Motley Fool Mid-Cap Growth ETF position peaked at $18K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.