Bartlett & Co Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Bartlett & Co Wealth Management’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 Q1	$31.8K	Buy	427 +27	+7%	+$1.88K	﹤0.01%	752
2025 Q4	$28.7K	Hold	400	–	–	﹤0.01%	754
2025 Q3	$28.2K	Hold	400	–	–	﹤0.01%	766
2025 Q2	$25.8K	Hold	400	–	–	﹤0.01%	770
2025 Q1	$22.2K	Hold	400	–	–	﹤0.01%	799
2024 Q4	$24K	Hold	400	–	–	﹤0.01%	782
2024 Q3	$22.5K	Buy	+400	New	+$21.7K	﹤0.01%	796

Other funds holding TMFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's TMFC Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Motley Fool 100 Index ETF (TMFC) stake by 6.8% in Q1 2026, buying an estimated $1.88K and bringing the position to 427 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Bartlett & Co Wealth Management first reported a position in TMFC in Q3 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

Bartlett & Co Wealth Management held 427 shares of Motley Fool 100 Index ETF worth $31.8K as of Q1 2026.
Bartlett & Co Wealth Management bought 27 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $1.88K.
Motley Fool 100 Index ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #752 holding.
Bartlett & Co Wealth Management first reported a position in Motley Fool 100 Index ETF in Q3 2024 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.