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 Q2	$877K	Hold	28,530	–	–	0.01%	940
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Waverly Advisors's TMFG Position: Q2 2026 in Review

Waverly Advisors held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q2 2026 at 28,530 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #940.

Waverly Advisors first reported a position in TMFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 57 funds tracked by Wall St. Rank hold TMFG as of Q2 2026.

Waverly Advisors held 28,530 shares of Motley Fool Global Opportunities ETF worth $877K as of Q2 2026.
Waverly Advisors left its Motley Fool Global Opportunities ETF share count unchanged in Q2 2026.
Motley Fool Global Opportunities ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #940 holding.
Waverly Advisors first reported a position in Motley Fool Global Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Waverly Advisors's Motley Fool Global Opportunities ETF position peaked at $1.01M in Q4 2024.
57 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.