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MAI Capital Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

MAI Capital Management’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
Q2 		– Sell
-2,195
Closed -$62K – 4490
2026
Q1 		$62K Hold
2,195
– – ﹤0.01% 2104
2025
Q4 		$66.2K Hold
2,195
– – ﹤0.01% 1857
2025
Q3 		$65.7K Hold
2,195
– – ﹤0.01% 1781
2025
Q2 		$66.7K Hold
2,195
– – ﹤0.01% 1696
2025
Q1 		$60.8K Hold
2,195
– – ﹤0.01% 1647
2024
Q4 		$62.2K Buy
+2,195
New +$70.2K ﹤0.01% 1656

Other funds holding TMFG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MAI Capital Management's TMFG Position: Q2 2026 in Review

MAI Capital Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q2 2026, closing a stake of 2,195 shares — an estimated $62K sold.

MAI Capital Management first reported a position in TMFG in Q4 2024 and held it in 6 quarters. The position peaked at $66.7K in Q2 2025. 57 funds tracked by Wall St. Rank hold TMFG as of Q2 2026.

  • MAI Capital Management reported no remaining Motley Fool Global Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,195 Motley Fool Global Opportunities ETF shares in Q2 2026, an estimated $62K.
  • MAI Capital Management first reported a position in Motley Fool Global Opportunities ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Motley Fool Global Opportunities ETF position peaked at $66.7K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.