UBS Group
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UBS Group’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

UBS Group’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.7K Sell
1,000
-218
-18% -$7.72K ﹤0.01% 8023
2026
Q2 		$44K Sell
1,218
-1,081
-47% -$37.1K ﹤0.01% 7639
2026
Q1 		$73.6K Buy
2,299
+2,280
+12,000% +$79.3K ﹤0.01% 7145
2025
Q4 		$662 Sell
19
-2,114
-99% -$73.1K ﹤0.01% 9858
2025
Q3 		$73.6K Buy
2,133
+1,540
+260% +$54.2K ﹤0.01% 7306
2025
Q2 		$21K Buy
+593
New +$19.7K ﹤0.01% 8395
2025
Q1 		– Sell
-1,596
Closed -$56.5K – 10730
2024
Q4 		$56.5K Buy
1,596
+583
+58% +$21K ﹤0.01% 7225
2024
Q3 		$33.6K Buy
1,013
+964
+1,967% +$31.1K ﹤0.01% 7065
2024
Q2 		$1.52K Buy
+49
New +$1.5K ﹤0.01% 8561
2023
Q4 		– Sell
-1,608
Closed -$44.8K – 9887
2023
Q3 		$44.8K Sell
1,608
-394
-20% -$11.4K ﹤0.01% 6351
2023
Q2 		$57.5K Sell
2,002
-1,471
-42% -$40.3K ﹤0.01% 6391
2023
Q1 		$92.7K Sell
3,473
-191
-5% -$5.04K ﹤0.01% 5962
2022
Q4 		$89.6K Buy
3,664
+200
+6% +$4.83K ﹤0.01% 6207
2022
Q3 		$81K Buy
3,464
+2,028
+141% +$50.9K ﹤0.01% 5898
2022
Q2 		$33K Buy
+1,436
New +$38K ﹤0.01% 6309
2022
Q1 		– Sell
-2,432
Closed -$89K – 10903
2021
Q4 		$89K Buy
+2,432
New +$92.9K ﹤0.01% 6419
2021
Q3 		– Sell
-1,158
Closed -$46K – 10088
2021
Q2 		$46K Buy
1,158
+442
+62% +$16.9K ﹤0.01% 6513
2021
Q1 		$27K Sell
716
-214
-23% -$8.66K ﹤0.01% 7102
2020
Q4 		$36K Sell
930
-3,570
-79% -$128K ﹤0.01% 6485
2020
Q3 		$138K Sell
4,500
-2,230
-33% -$68.6K ﹤0.01% 5010
2020
Q2 		$193K Buy
6,730
+1,424
+27% +$36.8K ﹤0.01% 4821
2020
Q1 		$111K Sell
5,306
-2,093
-28% -$52.8K ﹤0.01% 5202
2019
Q4 		$190K Buy
7,399
+4,580
+162% +$111K ﹤0.01% 5635
2019
Q3 		$63K Buy
+2,819
New +$66.8K ﹤0.01% 6058
2019
Q1 		– Sell
-1,845
Closed -$35K – 8166
2018
Q4 		$35K Buy
+1,845
New +$36.8K ﹤0.01% 6369

Other funds holding TMFS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Rachor Investment Advisory Services
Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return
HHM Wealth Advisors
HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

UBS Group's TMFS Position: Q3 2026 in Review

UBS Group reduced its Motley Fool Small-Cap Growth ETF (TMFS) stake by 18% in Q3 2026, selling an estimated $7.72K and leaving 1,000 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8023.

UBS Group first reported a position in TMFS in Q4 2018 and has held it in 25 quarters since. The position peaked at $193K in Q2 2020. 17 funds tracked by Wall St. Rank hold TMFS as of Q3 2026.

  • UBS Group held 1,000 shares of Motley Fool Small-Cap Growth ETF worth $32.7K as of Q3 2026.
  • UBS Group sold 218 Motley Fool Small-Cap Growth ETF shares in Q3 2026, an estimated $7.72K.
  • Motley Fool Small-Cap Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8023 holding.
  • UBS Group first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2018 and has held it in 25 quarters since.
  • UBS Group's Motley Fool Small-Cap Growth ETF position peaked at $193K in Q2 2020.
  • 17 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.