Patten Group’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Patten Group’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
2025 Q3	–	Sell	-13,495	Closed	-$410K	–	290
2025 Q2	$410K	Sell	13,495 -5,294	-28%	-$153K	0.09%	203
2025 Q1	$520K	Buy	18,789 +3,444	+22%	+$99.5K	0.12%	173
2024 Q4	$435K	Buy	15,345 +4,378	+40%	+$140K	0.1%	188
2024 Q3	$348K	Buy	10,967 +2,964	+37%	+$90.8K	0.08%	210
2024 Q2	$235K	Buy	8,003 +493	+7%	+$14.5K	0.06%	238
2024 Q1	$228K	Buy	+7,510	New	+$216K	0.06%	235
2022 Q2	–	Sell	-8,763	Closed	-$255K	–	253
2022 Q1	$255K	Sell	8,763 -206	-2%	-$5.92K	0.07%	226
2021 Q4	$288K	Buy	+8,969	New	+$283K	0.08%	218

Other funds holding TMFG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Patten Group's TMFG Position: Q3 2025 in Review

Patten Group sold out of Motley Fool Global Opportunities ETF (TMFG) in Q3 2025, closing a stake of 13,495 shares — an estimated $410K sold.

Patten Group first reported a position in TMFG in Q4 2021 and held it in 8 quarters. The position peaked at $520K in Q1 2025. 54 funds tracked by Wall St. Rank hold TMFG as of Q3 2025.

Patten Group reported no remaining Motley Fool Global Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Patten Group sold 13,495 Motley Fool Global Opportunities ETF shares in Q3 2025, an estimated $410K.
Patten Group first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and held it in 8 quarters.
Patten Group's Motley Fool Global Opportunities ETF position peaked at $520K in Q1 2025.
54 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2025.

Based on Patten Group's 13F filing for Q3 2025, filed 10 Nov 2025.