Amplius Wealth Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Amplius Wealth Advisors’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.3M	Sell	936,549 -32,615	-3%	-$2.44M	5.23%	4
2026 Q1	$63.9M	Buy	969,164 +54,949	+6%	+$3.82M	5.33%	4
2025 Q4	$65.6M	Buy	914,215 +12,031	+1%	+$859K	5.5%	4
2025 Q3	$63.6M	Buy	902,184 +29,151	+3%	+$1.96M	5.5%	4
2025 Q2	$56.3M	Sell	873,033 -28,494	-3%	-$1.67M	5.24%	4
2025 Q1	$50.1M	Buy	901,527 +97,981	+12%	+$5.82M	5.22%	4
2024 Q4	$48.3M	Buy	803,546 +62,166	+8%	+$3.66M	4.95%	4
2024 Q3	$41.7M	Buy	741,380 +107,287	+17%	+$5.81M	4.55%	5
2024 Q2	$34.1M	Sell	634,093 -89,240	-12%	-$4.5M	3.8%	8
2024 Q1	$35.9M	Buy	723,333 +171,149	+31%	+$8.12M	4.02%	8
2023 Q4	$24.7M	Buy	+552,184	New	+$23.1M	2.98%	11

Other funds holding TMFC

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NFG

Northbridge Financial Group Tampa, Florida $261M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Amplius Wealth Advisors's TMFC Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Motley Fool 100 Index ETF (TMFC) stake by 3.4% in Q2 2026, selling an estimated $2.44M and leaving 936,549 shares worth $71.3M. The position accounts for 5.23% of the portfolio, ranked #4.

Amplius Wealth Advisors first reported a position in TMFC in Q4 2023 and has held it in 11 quarters since. 51 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Amplius Wealth Advisors held 936,549 shares of Motley Fool 100 Index ETF worth $71.3M as of Q2 2026.
Amplius Wealth Advisors sold 32,615 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $2.44M.
Motley Fool 100 Index ETF made up 5.23% of Amplius Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Amplius Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q4 2023 and has held it in 11 quarters since.
51 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.