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

Simplicity Wealth’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
2026 Q3	$200K	Hold	6,689	–	–	0.01%	1024
2026 Q2	$206K	Buy	+6,689	New	+$204K	0.01%	976
2026 Q1	–	Sell	-6,689	Closed	-$202K	–	790
2025 Q4	$202K	Buy	+6,689	New	+$201K	0.01%	677
2025 Q3	–	Sell	-6,671	Closed	-$203K	–	739
2025 Q2	$203K	Buy	+6,671	New	+$192K	0.01%	570

Other funds holding TMFG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Simplicity Wealth's TMFG Position: Q3 2026 in Review

Simplicity Wealth held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q3 2026 at 6,689 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #1024.

Simplicity Wealth first reported a position in TMFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $206K in Q2 2026. 18 funds tracked by Wall St. Rank hold TMFG as of Q3 2026.

Simplicity Wealth held 6,689 shares of Motley Fool Global Opportunities ETF worth $200K as of Q3 2026.
Simplicity Wealth left its Motley Fool Global Opportunities ETF share count unchanged in Q3 2026.
Motley Fool Global Opportunities ETF made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #1024 holding.
Simplicity Wealth first reported a position in Motley Fool Global Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
Simplicity Wealth's Motley Fool Global Opportunities ETF position peaked at $206K in Q2 2026.
18 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.