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
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

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's TMFX Position: Q2 2025 in Review

UBS Group sold out of Motley Fool Next Index ETF (TMFX) in Q2 2025, closing a stake of 8,194 shares — an estimated $150K sold.

UBS Group first reported a position in TMFX in Q2 2022 and held it in 6 quarters. The position peaked at $150K in Q1 2025. 8 funds tracked by Wall St. Rank hold TMFX as of Q2 2025.

  • UBS Group reported no remaining Motley Fool Next Index ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 8,194 Motley Fool Next Index ETF shares in Q2 2025, an estimated $150K.
  • UBS Group first reported a position in Motley Fool Next Index ETF in Q2 2022 and held it in 6 quarters.
  • UBS Group's Motley Fool Next Index ETF position peaked at $150K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.