Avantax Advisory Services’s Motley Fool Next Index ETF TMFX Stock Holding History

Avantax Advisory Services’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
2025 Q2	$253K	Sell	12,350 -1,300	-10%	-$24.5K	﹤0.01%	2046
2025 Q1	$249K	Buy	13,650 +250	+2%	+$4.93K	﹤0.01%	1953
2024 Q4	$262K	Buy	13,400 +1,825	+16%	+$35.8K	﹤0.01%	1873
2024 Q3	$216K	Buy	+11,575	New	+$205K	﹤0.01%	1965
2023 Q4	–	Sell	-20,887	Closed	-$308K	–	1669
2023 Q3	$308K	Sell	20,887 -13	-0.1%	-$204	﹤0.01%	1184
2023 Q2	$335K	Sell	20,900 -1,400	-6%	-$21.1K	﹤0.01%	1126
2023 Q1	$339K	Buy	22,300 +9,625	+76%	+$146K	﹤0.01%	1082
2022 Q4	$181K	Buy	12,675 +1,000	+9%	+$14.4K	﹤0.01%	1328
2022 Q3	$158K	Buy	11,675 +725	+7%	+$10.9K	﹤0.01%	1242
2022 Q2	$150K	Buy	+10,950	New	+$165K	﹤0.01%	1229

Other funds holding TMFX

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

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

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

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

Avantax Advisory Services reduced its Motley Fool Next Index ETF (TMFX) stake by 9.5% in Q2 2025, selling an estimated $24.5K and leaving 12,350 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Avantax Advisory Services first reported a position in TMFX in Q2 2022 and has held it in 10 quarters since. The position peaked at $339K in Q1 2023. 8 funds tracked by Wall St. Rank hold TMFX as of Q2 2025.

Avantax Advisory Services held 12,350 shares of Motley Fool Next Index ETF worth $253K as of Q2 2025.
Avantax Advisory Services sold 1,300 Motley Fool Next Index ETF shares in Q2 2025, an estimated $24.5K.
Motley Fool Next Index ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2046 holding.
Avantax Advisory Services first reported a position in Motley Fool Next Index ETF in Q2 2022 and has held it in 10 quarters since.
Avantax Advisory Services's Motley Fool Next Index ETF position peaked at $339K in Q1 2023.
8 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q2 2025.

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