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Bogart Wealth LLC’s Motley Fool 100 Index ETF TMFC Stock Holding History

Bogart Wealth LLC’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 		$917 Hold
12
– – ﹤0.01% 1636
2026
Q1 		$794 Buy
12
+4
+50% +$278 ﹤0.01% 1496
2025
Q4 		$577 Hold
8
– – ﹤0.01% 1422
2025
Q3 		$566 Hold
8
– – ﹤0.01% 1381
2025
Q2 		$518 Hold
8
– – ﹤0.01% 1340
2025
Q1 		$447 Hold
8
– – ﹤0.01% 1316
2024
Q4 		$483 Hold
8
– – ﹤0.01% 1279
2024
Q3 		$450 Buy
+8
New +$434 ﹤0.01% 1078

Other funds holding TMFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bogart Wealth LLC's TMFC Position: Q2 2026 in Review

Bogart Wealth LLC held its Motley Fool 100 Index ETF (TMFC) position steady in Q2 2026 at 12 shares worth $917. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Bogart Wealth LLC 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.

  • Bogart Wealth LLC held 12 shares of Motley Fool 100 Index ETF worth $917 as of Q2 2026.
  • Bogart Wealth LLC left its Motley Fool 100 Index ETF share count unchanged in Q2 2026.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1636 holding.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.