UBS Group
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UBS Group’s Motley Fool Next Index ETF TMFX Stock Holding History

UBS Group’s Portfolio TMFX Stock Details TMFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,546
Closed -$35.3K – 11637
2026
Q2 		$35.3K Buy
+1,546
New +$33.3K ﹤0.01% 7787
2025
Q2 		– Sell
-8,194
Closed -$150K – 10824
2025
Q1 		$150K Buy
+8,194
New +$162K ﹤0.01% 6741
2023
Q4 		– Sell
-624
Closed -$9.22K – 9888
2023
Q3 		$9.22K Buy
+624
New +$9.8K ﹤0.01% 7149
2023
Q2 		– Sell
-1,391
Closed -$21.1K – 9655
2023
Q1 		$21.1K Sell
1,391
-3,047
-69% -$46.3K ﹤0.01% 7036
2022
Q4 		$63.5K Buy
4,438
+816
+23% +$11.7K ﹤0.01% 6539
2022
Q3 		$49K Buy
3,622
+3,607
+24,047% +$54.1K ﹤0.01% 6374
2022
Q2 		$0 Buy
+15
New +$227 ﹤0.01% 10946

Other funds holding TMFX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Golden State Wealth Management
Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

UBS Group's TMFX Position: Q3 2026 in Review

UBS Group sold out of Motley Fool Next Index ETF (TMFX) in Q3 2026, closing a stake of 1,546 shares — an estimated $35.3K sold.

UBS Group first reported a position in TMFX in Q2 2022 and held it in 7 quarters. The position peaked at $150K in Q1 2025. 7 funds tracked by Wall St. Rank hold TMFX as of Q3 2026.

  • UBS Group reported no remaining Motley Fool Next Index ETF position as of Q3 2026 after selling out during the quarter.
  • UBS Group sold 1,546 Motley Fool Next Index ETF shares in Q3 2026, an estimated $35.3K.
  • UBS Group first reported a position in Motley Fool Next Index ETF in Q2 2022 and held it in 7 quarters.
  • UBS Group's Motley Fool Next Index ETF position peaked at $150K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q3 2026.

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