Cape Investment Advisory’s Motley Fool 100 Index ETF TMFC Stock Holding History

Cape Investment Advisory’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	$42.6K	Buy	+560	New	+$41.8K	0.01%	540
2026 Q1	–	Sell	-560	Closed	-$40.2K	–	1111
2025 Q4	$40.2K	Buy	+560	New	+$40K	0.01%	471

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

Cape Investment Advisory's TMFC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Motley Fool 100 Index ETF (TMFC) in Q2 2026: 560 shares worth $42.6K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TMFC as recently as Q4 2025.

Cape Investment Advisory first reported a position in TMFC in Q4 2025 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Cape Investment Advisory held 560 shares of Motley Fool 100 Index ETF worth $42.6K as of Q2 2026.
Motley Fool 100 Index ETF was a new Cape Investment Advisory position in Q2 2026.
Motley Fool 100 Index ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #540 holding.
Cape Investment Advisory first reported a position in Motley Fool 100 Index ETF in Q4 2025 and has held it in 2 quarters since.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.