Lido Advisors
TMFG icon

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

Lido 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
2026
Q3 		$230K Hold
7,683
– – ﹤0.01% 1851
2026
Q2 		$236K Hold
7,683
– – ﹤0.01% 1877
2026
Q1 		$217K Sell
7,683
-2,415
-24% -$71.6K ﹤0.01% 1739
2025
Q4 		$302K Hold
10,098
– – ﹤0.01% 1563
2025
Q3 		$302K Hold
10,098
– – ﹤0.01% 1487
2025
Q2 		$307K Buy
+10,098
New +$291K ﹤0.01% 1336

Other funds holding TMFG

Creative Planning
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Commonwealth Equity Services
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Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Wilkerson Advisory Group
Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Lido Advisors's TMFG Position: Q3 2026 in Review

Lido Advisors held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q3 2026 at 7,683 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Lido Advisors first reported a position in TMFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $307K in Q2 2025. 18 funds tracked by Wall St. Rank hold TMFG as of Q3 2026.

  • Lido Advisors held 7,683 shares of Motley Fool Global Opportunities ETF worth $230K as of Q3 2026.
  • Lido Advisors left its Motley Fool Global Opportunities ETF share count unchanged in Q3 2026.
  • Motley Fool Global Opportunities ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1851 holding.
  • Lido Advisors first reported a position in Motley Fool Global Opportunities ETF in Q2 2025 and has held it in 6 quarters since.
  • Lido Advisors's Motley Fool Global Opportunities ETF position peaked at $307K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.