Key Financial Inc’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Key Financial Inc’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 Q3	$119K	Hold	3,975	–	–	0.02%	387
2026 Q2	$122K	Hold	3,975	–	–	0.02%	386
2026 Q1	$112K	Hold	3,975	–	–	0.02%	390
2025 Q4	$120K	Hold	3,975	–	–	0.02%	366
2025 Q3	$120K	Hold	3,975	–	–	0.02%	363
2025 Q2	$121K	Hold	3,975	–	–	0.02%	346
2025 Q1	$110K	Hold	3,975	–	–	0.02%	340
2024 Q4	$113K	Hold	3,975	–	–	0.03%	330
2024 Q3	$126K	Hold	3,975	–	–	0.03%	315
2024 Q2	$117K	Hold	3,975	–	–	0.03%	312
2024 Q1	$120K	Hold	3,975	–	–	0.03%	287
2023 Q4	$111K	Hold	3,975	–	–	0.03%	290
2023 Q3	$104K	Hold	3,975	–	–	0.04%	279
2023 Q2	$106K	Hold	3,975	–	–	0.04%	280
2023 Q1	$102K	Hold	3,975	–	–	0.04%	277
2022 Q4	$88.4K	Hold	3,975	–	–	0.04%	263
2022 Q3	$88K	Hold	3,975	–	–	0.04%	267
2022 Q2	$93K	Buy	+3,975	New	+$101K	0.05%	255

Other funds holding TMFG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Key Financial Inc's TMFG Position: Q3 2026 in Review

Key Financial Inc held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q3 2026 at 3,975 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #387.

Key Financial Inc first reported a position in TMFG in Q2 2022 and has held it in 18 quarters since. The position peaked at $126K in Q3 2024. 16 funds tracked by Wall St. Rank hold TMFG as of Q3 2026.

Key Financial Inc held 3,975 shares of Motley Fool Global Opportunities ETF worth $119K as of Q3 2026.
Key Financial Inc left its Motley Fool Global Opportunities ETF share count unchanged in Q3 2026.
Motley Fool Global Opportunities ETF made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #387 holding.
Key Financial Inc first reported a position in Motley Fool Global Opportunities ETF in Q2 2022 and has held it in 18 quarters since.
Key Financial Inc's Motley Fool Global Opportunities ETF position peaked at $126K in Q3 2024.
16 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.