LPL Financial

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

LPL Financial’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 Q1	$1.98M	Buy	70,230 +18,913	+37%	+$561K	﹤0.01%	3519
2025 Q4	$1.55M	Sell	51,317 -8,162	-14%	-$245K	﹤0.01%	3633
2025 Q3	$1.78M	Buy	59,479 +583	+1%	+$17.7K	﹤0.01%	3418
2025 Q2	$1.79M	Buy	58,896 +3,464	+6%	+$99.9K	﹤0.01%	3225
2025 Q1	$1.53M	Sell	55,432 -1,118	-2%	-$32.3K	﹤0.01%	3186
2024 Q4	$1.6M	Sell	56,550 -5,648	-9%	-$181K	﹤0.01%	3069
2024 Q3	$1.97M	Sell	62,198 -76,723	-55%	-$2.35M	﹤0.01%	2748
2024 Q2	$4.09M	Sell	138,921 -2,216	-2%	-$65.2K	﹤0.01%	2019
2024 Q1	$4.28M	Sell	141,137 -74	-0.1%	-$2.12K	﹤0.01%	1909
2023 Q4	$3.93M	Sell	141,211 -372	-0.3%	-$9.95K	﹤0.01%	1855
2023 Q3	$3.7M	Sell	141,583 -1,732	-1%	-$46.6K	﹤0.01%	1786
2023 Q2	$3.83M	Buy	143,315 +81,486	+132%	+$2.1M	﹤0.01%	1744
2023 Q1	$1.59M	Sell	61,829 -3,961	-6%	-$98.7K	﹤0.01%	2347
2022 Q4	$1.51M	Sell	65,790 -3,309	-5%	-$76.7K	﹤0.01%	2307
2022 Q3	$1.54M	Sell	69,099 -6,945	-9%	-$171K	﹤0.01%	2188
2022 Q2	$1.75M	Buy	+76,044	New	+$1.92M	﹤0.01%	2124

Other funds holding TMFG

Caprock Group Boise, Idaho $4.12B AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return