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

AE 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
2026 Q2	$7.36K	Hold	204	–	–	﹤0.01%	2426
2026 Q1	$6.52K	Buy	204 +1	+0.5%	+$35	﹤0.01%	2342
2025 Q4	$7.07K	Hold	203	–	–	﹤0.01%	2188
2025 Q3	$7K	Hold	203	–	–	﹤0.01%	2033
2025 Q2	$7.18K	Hold	203	–	–	﹤0.01%	1918
2025 Q1	$6.58K	Hold	203	–	–	﹤0.01%	1906
2024 Q4	$7.18K	Buy	+203	New	+$7.32K	﹤0.01%	1875

Other funds holding TMFS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's TMFS Position: Q2 2026 in Review

AE Wealth Management held its Motley Fool Small-Cap Growth ETF (TMFS) position steady in Q2 2026 at 204 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

AE Wealth Management first reported a position in TMFS in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold TMFS as of Q2 2026.

AE Wealth Management held 204 shares of Motley Fool Small-Cap Growth ETF worth $7.36K as of Q2 2026.
AE Wealth Management left its Motley Fool Small-Cap Growth ETF share count unchanged in Q2 2026.
Motley Fool Small-Cap Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2426 holding.
AE Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.