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Lee, Danner & Bass’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Lee, Danner & Bass’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$10.6K – 657
2024
Q4 		$10.6K Buy
+300
New +$10.8K ﹤0.01% 527

Other funds holding TMFS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee, Danner & Bass's TMFS Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q1 2025, closing a stake of 300 shares — an estimated $10.6K sold.

Lee, Danner & Bass first reported a position in TMFS in Q4 2024 and held it in 1 quarter. The position peaked at $10.6K in Q4 2024. 26 funds tracked by Wall St. Rank hold TMFS as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Motley Fool Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 300 Motley Fool Small-Cap Growth ETF shares in Q1 2025, an estimated $10.6K.
  • Lee, Danner & Bass first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Motley Fool Small-Cap Growth ETF position peaked at $10.6K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.