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Synergy Asset Management’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Synergy Asset Management’s Portfolio TMFM Stock Details TMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,016
Closed -$481K – 301
2025
Q3 		$481K Buy
18,016
+9,008
+100% +$234K 0.02% 203
2025
Q2 		$240K Buy
+9,008
New +$229K 0.03% 167

Other funds holding TMFM

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Osaic Holdings
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synergy Asset Management's TMFM Position: Q4 2025 in Review

Synergy Asset Management sold out of Motley Fool Mid-Cap Growth ETF (TMFM) in Q4 2025, closing a stake of 18,016 shares — an estimated $481K sold.

Synergy Asset Management first reported a position in TMFM in Q2 2025 and held it in 2 quarters. The position peaked at $481K in Q3 2025. 31 funds tracked by Wall St. Rank hold TMFM as of Q4 2025.

  • Synergy Asset Management reported no remaining Motley Fool Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 18,016 Motley Fool Mid-Cap Growth ETF shares in Q4 2025, an estimated $481K.
  • Synergy Asset Management first reported a position in Motley Fool Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Synergy Asset Management's Motley Fool Mid-Cap Growth ETF position peaked at $481K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.