MWM
TMFS icon

MBE Wealth Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-424
Closed -$8K – 465
2020
Q1 		$8K Buy
+424
New +$10.7K 0.01% 323

Other funds holding TMFS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MBE Wealth Management's TMFS Position: Q2 2020 in Review

MBE Wealth Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q2 2020, closing a stake of 424 shares — an estimated $8K sold.

MBE Wealth Management first reported a position in TMFS in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 18 funds tracked by Wall St. Rank hold TMFS as of Q2 2020.

  • MBE Wealth Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 424 Motley Fool Small-Cap Growth ETF shares in Q2 2020, an estimated $8K.
  • MBE Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Motley Fool Small-Cap Growth ETF position peaked at $8K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.