Birchbrook’s Motley Fool Capital Efficiency 100 Index ETF TMFE Stock Holding History

Birchbrook’s Portfolio TMFE Stock Details TMFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-842	Closed	-$23.7K	–	278
2025 Q2	$23.7K	Buy	+842	New	+$22.4K	0.01%	153
2024 Q4	–	Sell	-807	Closed	-$21K	–	302
2024 Q3	$21K	Buy	+807	New	+$20.2K	0.01%	153
2024 Q2	–	Sell	-113	Closed	-$2.64K	–	282
2024 Q1	$2.64K	Buy	+113	New	+$2.52K	﹤0.01%	244

Other funds holding TMFE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

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

Birchbrook's TMFE Position: Q3 2025 in Review

Birchbrook sold out of Motley Fool Capital Efficiency 100 Index ETF (TMFE) in Q3 2025, closing a stake of 842 shares — an estimated $23.7K sold.

Birchbrook first reported a position in TMFE in Q1 2024 and held it in 3 quarters. The position peaked at $23.7K in Q2 2025. 27 funds tracked by Wall St. Rank hold TMFE as of Q3 2025.

Birchbrook reported no remaining Motley Fool Capital Efficiency 100 Index ETF position as of Q3 2025 after selling out during the quarter.
Birchbrook sold 842 Motley Fool Capital Efficiency 100 Index ETF shares in Q3 2025, an estimated $23.7K.
Birchbrook first reported a position in Motley Fool Capital Efficiency 100 Index ETF in Q1 2024 and held it in 3 quarters.
Birchbrook's Motley Fool Capital Efficiency 100 Index ETF position peaked at $23.7K in Q2 2025.
27 funds tracked by Wall St. Rank held Motley Fool Capital Efficiency 100 Index ETF as of Q3 2025.

Based on Birchbrook's 13F filing for Q3 2025, filed 3 Nov 2025.