Western Wealth Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Western Wealth Management’s Portfolio TMFS Stock Details TMFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,123	Closed	-$408K	–	847
2021 Q4	$408K	Buy	+11,123	New	+$425K	0.04%	375
2021 Q2	$567K	Sell	14,171 -1,517	-10%	-$57.8K	0.06%	331
2021 Q1	$588K	Buy	15,688 +2,888	+23%	+$117K	0.08%	251
2020 Q4	$493K	Buy	+12,800	New	+$460K	0.07%	257

Other funds holding TMFS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TIA

Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Western Wealth Management's TMFS Position: Q1 2022 in Review

Western Wealth Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q1 2022, closing a stake of 11,123 shares — an estimated $408K sold.

Western Wealth Management first reported a position in TMFS in Q4 2020 and held it in 4 quarters. The position peaked at $588K in Q1 2021. 36 funds tracked by Wall St. Rank hold TMFS as of Q1 2022.

Western Wealth Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Western Wealth Management sold 11,123 Motley Fool Small-Cap Growth ETF shares in Q1 2022, an estimated $408K.
Western Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
Western Wealth Management's Motley Fool Small-Cap Growth ETF position peaked at $588K in Q1 2021.
36 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2022.

Based on Western Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.