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Money Concepts Capital’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-7,225
Closed -$165K – 2666
2022
Q4 		$165K Buy
+7,225
New +$168K 0.01% 769

Other funds holding TMFG

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's TMFG Position: Q1 2023 in Review

Money Concepts Capital sold out of Motley Fool Global Opportunities ETF (TMFG) in Q1 2023, closing a stake of 7,225 shares — an estimated $165K sold.

Money Concepts Capital first reported a position in TMFG in Q4 2022 and held it in 1 quarter. The position peaked at $165K in Q4 2022. 43 funds tracked by Wall St. Rank hold TMFG as of Q1 2023.

  • Money Concepts Capital reported no remaining Motley Fool Global Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 7,225 Motley Fool Global Opportunities ETF shares in Q1 2023, an estimated $165K.
  • Money Concepts Capital first reported a position in Motley Fool Global Opportunities ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Motley Fool Global Opportunities ETF position peaked at $165K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.