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Waverly Advisors’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Waverly Advisors’s Portfolio TMFG Stock Details TMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$806K Buy
28,530
+464
+2% +$13.8K 0.01% 897
2025
Q4 		$846K Hold
28,066
– – 0.01% 811
2025
Q3 		$840K Hold
28,066
– – 0.01% 688
2025
Q2 		$853K Sell
28,066
-7,421
-21% -$214K 0.01% 656
2025
Q1 		$982K Hold
35,487
– – 0.01% 610
2024
Q4 		$1.01M Buy
+35,487
New +$1.13M 0.02% 507

Other funds holding TMFG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Waverly Advisors's TMFG Position: Q1 2026 in Review

Waverly Advisors increased its Motley Fool Global Opportunities ETF (TMFG) stake by 1.7% in Q1 2026, buying an estimated $13.8K and bringing the position to 28,530 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #897.

Waverly Advisors first reported a position in TMFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2024. 63 funds tracked by Wall St. Rank hold TMFG as of Q1 2026.

  • Waverly Advisors held 28,530 shares of Motley Fool Global Opportunities ETF worth $806K as of Q1 2026.
  • Waverly Advisors bought 464 Motley Fool Global Opportunities ETF shares in Q1 2026, an estimated $13.8K.
  • Motley Fool Global Opportunities ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #897 holding.
  • Waverly Advisors first reported a position in Motley Fool Global Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Motley Fool Global Opportunities ETF position peaked at $1.01M in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.