Wealth Enhancement Advisory Services
TMFG icon

Wealth Enhancement Advisory Services’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-11,384
Closed -$354K – 3863
2025
Q4 		$354K Buy
11,384
+3,012
+36% +$90.5K ﹤0.01% 2777
2025
Q3 		$252K Buy
+8,372
New +$254K ﹤0.01% 2931

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WPC
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Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's TMFG Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Motley Fool Global Opportunities ETF (TMFG) in Q1 2026, closing a stake of 11,384 shares — an estimated $354K sold.

Wealth Enhancement Advisory Services first reported a position in TMFG in Q3 2025 and held it in 2 quarters. The position peaked at $354K in Q4 2025. 63 funds tracked by Wall St. Rank hold TMFG as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Motley Fool Global Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,384 Motley Fool Global Opportunities ETF shares in Q1 2026, an estimated $354K.
  • Wealth Enhancement Advisory Services first reported a position in Motley Fool Global Opportunities ETF in Q3 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Motley Fool Global Opportunities ETF position peaked at $354K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.