Avidian Wealth Enterprises’s Motley Fool 100 Index ETF TMFC Stock Holding History

Avidian Wealth Enterprises’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	$2.16M	Hold	28,381	–	–	0.06%	199
2026 Q1	$1.87M	Hold	28,381	–	–	0.06%	202
2025 Q4	$2.04M	Buy	28,381 +1	+0%	+$71	0.07%	142
2025 Q3	$2M	Buy	28,380 +31	+0.1%	+$2.08K	0.08%	141
2025 Q2	$1.83M	Buy	28,349 +168	+0.6%	+$9.86K	0.07%	139
2025 Q1	$1.57M	Buy	28,181 +71	+0.3%	+$4.22K	0.07%	147
2024 Q4	$1.69M	Buy	28,110 +110	+0.4%	+$6.48K	0.08%	138
2024 Q3	$1.57M	Hold	28,000	–	–	0.07%	145
2024 Q2	$1.51M	Hold	28,000	–	–	0.06%	142
2024 Q1	$1.39M	Hold	28,000	–	–	0.07%	133
2023 Q4	$1.25M	Hold	28,000	–	–	0.08%	142
2023 Q3	$1.1M	Hold	28,000	–	–	0.08%	151
2023 Q2	$1.14M	Hold	28,000	–	–	0.07%	161
2023 Q1	$992K	Buy	+28,000	New	+$927K	0.05%	203

Other funds holding TMFC

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Avidian Wealth Enterprises's TMFC Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Motley Fool 100 Index ETF (TMFC) position steady in Q2 2026 at 28,381 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #199.

Avidian Wealth Enterprises first reported a position in TMFC in Q1 2023 and has held it in 14 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Avidian Wealth Enterprises held 28,381 shares of Motley Fool 100 Index ETF worth $2.16M as of Q2 2026.
Avidian Wealth Enterprises left its Motley Fool 100 Index ETF share count unchanged in Q2 2026.
Motley Fool 100 Index ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #199 holding.
Avidian Wealth Enterprises first reported a position in Motley Fool 100 Index ETF in Q1 2023 and has held it in 14 quarters since.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.