SWM
TMFG icon

SeaCrest Wealth Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-1,016
Closed -$23K – 1436
2022
Q2 		$23K Buy
+1,016
New +$25.7K ﹤0.01% 1438

Other funds holding TMFG

CG
Caprock Group Boise, Idaho $4.12B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SeaCrest Wealth Management's TMFG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q3 2022, closing a stake of 1,016 shares — an estimated $23K sold.

SeaCrest Wealth Management first reported a position in TMFG in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 44 funds tracked by Wall St. Rank hold TMFG as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Motley Fool Global Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,016 Motley Fool Global Opportunities ETF shares in Q3 2022, an estimated $23K.
  • SeaCrest Wealth Management first reported a position in Motley Fool Global Opportunities ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Motley Fool Global Opportunities ETF position peaked at $23K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.