Lowe Wealth Advisors’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Lowe Wealth Advisors’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
2023 Q1	–	Sell	-200	Closed	-$4.89K	–	359
2022 Q4	$4.89K	Hold	200	–	–	﹤0.01%	261
2022 Q3	$5K	Sell	200 -467	-70%	-$11.7K	﹤0.01%	249
2022 Q2	$16K	Hold	667	–	–	0.01%	152
2022 Q1	$21K	Hold	667	–	–	0.01%	148
2021 Q4	$24K	Hold	667	–	–	0.01%	139
2021 Q3	$26K	Hold	667	–	–	0.01%	127
2021 Q2	$27K	Hold	667	–	–	0.01%	125
2021 Q1	$25K	Hold	667	–	–	0.01%	123
2020 Q4	$26K	Hold	667	–	–	0.01%	119
2020 Q3	$20K	Buy	+667	New	+$20.5K	0.01%	122

Other funds holding TMFS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

TIA

Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lowe Wealth Advisors's TMFS Position: Q1 2023 in Review

Lowe Wealth Advisors sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q1 2023, closing a stake of 200 shares — an estimated $4.89K sold.

Lowe Wealth Advisors first reported a position in TMFS in Q3 2020 and held it in 10 quarters. The position peaked at $27K in Q2 2021. 27 funds tracked by Wall St. Rank hold TMFS as of Q1 2023.

Lowe Wealth Advisors reported no remaining Motley Fool Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 200 Motley Fool Small-Cap Growth ETF shares in Q1 2023, an estimated $4.89K.
Lowe Wealth Advisors first reported a position in Motley Fool Small-Cap Growth ETF in Q3 2020 and held it in 10 quarters.
Lowe Wealth Advisors's Motley Fool Small-Cap Growth ETF position peaked at $27K in Q2 2021.
27 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2023.

Based on Lowe Wealth Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.