UBS Group
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UBS Group’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

UBS Group’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
2026
Q1 		– Sell
-395
Closed -$9.26K – 11165
2025
Q4 		$9.26K Sell
395
-7,202
-95% -$172K ﹤0.01% 8304
2025
Q3 		$188K Sell
7,597
-9,906
-57% -$257K ﹤0.01% 6710
2025
Q2 		$467K Buy
+17,503
New +$444K ﹤0.01% 6063
2025
Q1 		– Sell
-674
Closed -$17.4K – 10729
2024
Q4 		$17.4K Buy
674
+589
+693% +$17.8K ﹤0.01% 7970
2024
Q3 		$2.48K Buy
85
+44
+107% +$1.22K ﹤0.01% 8420
2024
Q2 		$1.08K Sell
41
-41
-50% -$1.07K ﹤0.01% 8662
2024
Q1 		$2.22K Sell
82
-284
-78% -$7.29K ﹤0.01% 7958
2023
Q4 		$9.27K Sell
366
-1,423
-80% -$34K ﹤0.01% 7503
2023
Q3 		$42.5K Buy
1,789
+261
+17% +$6.31K ﹤0.01% 6400
2023
Q2 		$36.5K Sell
1,528
-1,651
-52% -$37.5K ﹤0.01% 6632
2023
Q1 		$71.5K Sell
3,179
-1,234
-28% -$27.8K ﹤0.01% 6171
2022
Q4 		$94.2K Buy
4,413
+3,345
+313% +$72K ﹤0.01% 6167
2022
Q3 		$22K Buy
1,068
+897
+525% +$20.3K ﹤0.01% 7271
2022
Q2 		$4K Sell
171
-1,137
-87% -$26.2K ﹤0.01% 9135
2022
Q1 		$35K Sell
1,308
-7,127
-84% -$186K ﹤0.01% 6852
2021
Q4 		$248K Buy
+8,435
New +$244K ﹤0.01% 5502

Other funds holding TMFM

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

UBS Group's TMFM Position: Q1 2026 in Review

UBS Group sold out of Motley Fool Mid-Cap Growth ETF (TMFM) in Q1 2026, closing a stake of 395 shares — an estimated $9.26K sold.

UBS Group first reported a position in TMFM in Q4 2021 and held it in 16 quarters. The position peaked at $467K in Q2 2025. 27 funds tracked by Wall St. Rank hold TMFM as of Q1 2026.

  • UBS Group reported no remaining Motley Fool Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 395 Motley Fool Mid-Cap Growth ETF shares in Q1 2026, an estimated $9.26K.
  • UBS Group first reported a position in Motley Fool Mid-Cap Growth ETF in Q4 2021 and held it in 16 quarters.
  • UBS Group's Motley Fool Mid-Cap Growth ETF position peaked at $467K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.