WAG
TMFG icon

Wilkerson Advisory Group’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Wilkerson Advisory Group’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 		$148K Hold
4,813
– – 0.05% 126
2026
Q1 		$136K Hold
4,813
– – 0.05% 122
2025
Q4 		$145K Buy
+4,813
New +$145K 0.05% 108

Other funds holding TMFG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CG
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wilkerson Advisory Group's TMFG Position: Q2 2026 in Review

Wilkerson Advisory Group held its Motley Fool Global Opportunities ETF (TMFG) position steady in Q2 2026 at 4,813 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #126.

Wilkerson Advisory Group first reported a position in TMFG in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold TMFG as of Q2 2026.

  • Wilkerson Advisory Group held 4,813 shares of Motley Fool Global Opportunities ETF worth $148K as of Q2 2026.
  • Wilkerson Advisory Group left its Motley Fool Global Opportunities ETF share count unchanged in Q2 2026.
  • Motley Fool Global Opportunities ETF made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #126 holding.
  • Wilkerson Advisory Group first reported a position in Motley Fool Global Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.