NFG
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Next Financial Group’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Next Financial Group’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
2021
Q4 		$16K Buy
445
+430
+2,867% +$16.4K ﹤0.01% 1993
2021
Q3 		$1K Buy
+15
New +$597 ﹤0.01% 2685
2021
Q2 		– Sell
-250
Closed -$9K – 2712
2021
Q1 		$9K Buy
+250
New +$10.1K ﹤0.01% 1927

Other funds holding TMFS

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return

Next Financial Group's TMFS Position: Q4 2021 in Review

Next Financial Group increased its Motley Fool Small-Cap Growth ETF (TMFS) stake by 2,867% in Q4 2021, buying an estimated $16.4K and bringing the position to 445 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Next Financial Group first reported a position in TMFS in Q1 2021 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold TMFS as of Q4 2021.

  • Next Financial Group held 445 shares of Motley Fool Small-Cap Growth ETF worth $16K as of Q4 2021.
  • Next Financial Group bought 430 Motley Fool Small-Cap Growth ETF shares in Q4 2021, an estimated $16.4K.
  • Motley Fool Small-Cap Growth ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1993 holding.
  • Next Financial Group first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2021 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.