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Orion Portfolio Solutions’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Orion Portfolio Solutions’s Portfolio TMFM Stock Details TMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,620
Closed -$234K – 1801
2024
Q1 		$234K Buy
+8,620
New +$221K ﹤0.01% 1561

Other funds holding TMFM

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Orion Portfolio Solutions's TMFM Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Motley Fool Mid-Cap Growth ETF (TMFM) in Q2 2024, closing a stake of 8,620 shares — an estimated $234K sold.

Orion Portfolio Solutions first reported a position in TMFM in Q1 2024 and held it in 1 quarter. The position peaked at $234K in Q1 2024. 29 funds tracked by Wall St. Rank hold TMFM as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining Motley Fool Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,620 Motley Fool Mid-Cap Growth ETF shares in Q2 2024, an estimated $234K.
  • Orion Portfolio Solutions first reported a position in Motley Fool Mid-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Motley Fool Mid-Cap Growth ETF position peaked at $234K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.