AAS
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Avantax Advisory Services’s Motley Fool 100 Index ETF TMFC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$239K Sell
3,702
-300
-7% -$17.6K ﹤0.01% 2083
2025
Q1 		$223K Buy
4,002
+609
+18% +$36.2K ﹤0.01% 2044
2024
Q4 		$204K Buy
+3,393
New +$200K ﹤0.01% 2045

Other funds holding TMFC

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Avantax Advisory Services's TMFC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Motley Fool 100 Index ETF (TMFC) stake by 7.5% in Q2 2025, selling an estimated $17.6K and leaving 3,702 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Avantax Advisory Services first reported a position in TMFC in Q4 2024 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold TMFC as of Q2 2025.

  • Avantax Advisory Services held 3,702 shares of Motley Fool 100 Index ETF worth $239K as of Q2 2025.
  • Avantax Advisory Services sold 300 Motley Fool 100 Index ETF shares in Q2 2025, an estimated $17.6K.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2083 holding.
  • Avantax Advisory Services first reported a position in Motley Fool 100 Index ETF in Q4 2024 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.