BWL
TMFX icon

Bogart Wealth LLC’s Motley Fool Next Index ETF TMFX Stock Holding History

Bogart Wealth LLC’s Portfolio TMFX Stock Details TMFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776 Hold
34
– – ﹤0.01% 1667
2026
Q1 		$679 Hold
34
– – ﹤0.01% 1523
2025
Q4 		$733 Hold
34
– – ﹤0.01% 1378
2025
Q3 		$735 Hold
34
– – ﹤0.01% 1332
2025
Q2 		$696 Hold
34
– – ﹤0.01% 1271
2025
Q1 		$621 Hold
34
– – ﹤0.01% 1235
2024
Q4 		$664 Hold
34
– – ﹤0.01% 1248
2024
Q3 		$635 Buy
+34
New +$603 ﹤0.01% 1058

Other funds holding TMFX

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bogart Wealth LLC held its Motley Fool Next Index ETF (TMFX) position steady in Q2 2026 at 34 shares worth $776. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Bogart Wealth LLC first reported a position in TMFX in Q3 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold TMFX as of Q2 2026.

  • Bogart Wealth LLC held 34 shares of Motley Fool Next Index ETF worth $776 as of Q2 2026.
  • Bogart Wealth LLC left its Motley Fool Next Index ETF share count unchanged in Q2 2026.
  • Motley Fool Next Index ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1667 holding.
  • Bogart Wealth LLC first reported a position in Motley Fool Next Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 13 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q2 2026.

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