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Synergy Asset Management’s Motley Fool Capital Efficiency 100 Index ETF TMFE Stock Holding History

Synergy Asset Management’s Portfolio TMFE Stock Details TMFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-66
Closed -$1.71K – 770
2024
Q4 		$1.71K Buy
+66
New +$1.76K ﹤0.01% 688

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GS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Synergy Asset Management's TMFE Position: Q1 2025 in Review

Synergy Asset Management sold out of Motley Fool Capital Efficiency 100 Index ETF (TMFE) in Q1 2025, closing a stake of 66 shares — an estimated $1.71K sold.

Synergy Asset Management first reported a position in TMFE in Q4 2024 and held it in 1 quarter. The position peaked at $1.71K in Q4 2024. 18 funds tracked by Wall St. Rank hold TMFE as of Q1 2025.

  • Synergy Asset Management reported no remaining Motley Fool Capital Efficiency 100 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 66 Motley Fool Capital Efficiency 100 Index ETF shares in Q1 2025, an estimated $1.71K.
  • Synergy Asset Management first reported a position in Motley Fool Capital Efficiency 100 Index ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Motley Fool Capital Efficiency 100 Index ETF position peaked at $1.71K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Motley Fool Capital Efficiency 100 Index ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.