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 Q2	$32.5K	Hold	427	–	–	﹤0.01%	817
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 $1.89T 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

Bartlett & Co Wealth Management's TMFC Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Motley Fool 100 Index ETF (TMFC) position steady in Q2 2026 at 427 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Bartlett & Co Wealth Management first reported a position in TMFC in Q3 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Bartlett & Co Wealth Management held 427 shares of Motley Fool 100 Index ETF worth $32.5K as of Q2 2026.
Bartlett & Co Wealth Management left its Motley Fool 100 Index ETF share count unchanged in Q2 2026.
Motley Fool 100 Index ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #817 holding.
Bartlett & Co Wealth Management first reported a position in Motley Fool 100 Index ETF in Q3 2024 and has held it in 8 quarters since.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.