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Larson Financial Group’s Motley Fool Capital Efficiency 100 Index ETF TMFE Stock Holding History

Larson Financial Group’s Portfolio TMFE Stock Details TMFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$10.5K – 3202
2024
Q4 		$10.5K Buy
+400
New +$10.7K ﹤0.01% 1464

Other funds holding TMFE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Larson Financial Group's TMFE Position: Q1 2025 in Review

Larson Financial Group sold out of Motley Fool Capital Efficiency 100 Index ETF (TMFE) in Q1 2025, closing a stake of 400 shares — an estimated $10.5K sold.

Larson Financial Group first reported a position in TMFE in Q4 2024 and held it in 1 quarter. The position peaked at $10.5K in Q4 2024. 18 funds tracked by Wall St. Rank hold TMFE as of Q1 2025.

  • Larson Financial Group reported no remaining Motley Fool Capital Efficiency 100 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 400 Motley Fool Capital Efficiency 100 Index ETF shares in Q1 2025, an estimated $10.5K.
  • Larson Financial Group first reported a position in Motley Fool Capital Efficiency 100 Index ETF in Q4 2024 and held it in 1 quarter.
  • Larson Financial Group's Motley Fool Capital Efficiency 100 Index ETF position peaked at $10.5K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Motley Fool Capital Efficiency 100 Index ETF as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.