AE Wealth Management’s Motley Fool Next Index ETF TMFX Stock Holding History

AE Wealth Management’s Portfolio TMFX Stock Details TMFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19	Sell	1 -570	-100%	-$12.3K	﹤0.01%	2654
2026 Q1	$11.4K	Buy	571 +570	+57,000%	+$12.2K	﹤0.01%	2250
2025 Q4	$18	Hold	1	–	–	﹤0.01%	2450
2025 Q3	$18	Sell	1 -65	-98%	-$1.38K	﹤0.01%	2274
2025 Q2	$1.35K	Hold	66	–	–	﹤0.01%	2066
2025 Q1	$1.21K	Hold	66	–	–	﹤0.01%	2060
2024 Q4	$1.29K	Buy	+66	New	+$1.29K	﹤0.01%	2022

Other funds holding TMFX

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

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

AE Wealth Management reduced its Motley Fool Next Index ETF (TMFX) stake by 100% in Q2 2026, selling an estimated $12.3K and leaving 1 share worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

AE Wealth Management first reported a position in TMFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q1 2026. 13 funds tracked by Wall St. Rank hold TMFX as of Q2 2026.

AE Wealth Management held 1 share of Motley Fool Next Index ETF worth $19 as of Q2 2026.
AE Wealth Management sold 570 Motley Fool Next Index ETF shares in Q2 2026, an estimated $12.3K.
Motley Fool Next Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2654 holding.
AE Wealth Management first reported a position in Motley Fool Next Index ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's Motley Fool Next Index ETF position peaked at $11.4K in Q1 2026.
13 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q2 2026.

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