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Planned Solutions’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-2,123
Closed -$67.3K – 578
2024
Q3 		$67.3K Buy
+2,123
New +$65K 0.03% 262
2024
Q1 		– Sell
-2,123
Closed -$59.1K – 500
2023
Q4 		$59.1K Buy
+2,123
New +$56.8K 0.03% 260

Other funds holding TMFG

CG
Caprock Group Boise, Idaho $4.12B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Planned Solutions's TMFG Position: Q4 2024 in Review

Planned Solutions sold out of Motley Fool Global Opportunities ETF (TMFG) in Q4 2024, closing a stake of 2,123 shares — an estimated $67.3K sold.

Planned Solutions first reported a position in TMFG in Q4 2023 and held it in 2 quarters. The position peaked at $67.3K in Q3 2024. 55 funds tracked by Wall St. Rank hold TMFG as of Q4 2024.

  • Planned Solutions reported no remaining Motley Fool Global Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,123 Motley Fool Global Opportunities ETF shares in Q4 2024, an estimated $67.3K.
  • Planned Solutions first reported a position in Motley Fool Global Opportunities ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Motley Fool Global Opportunities ETF position peaked at $67.3K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.