Cassaday & Co Wealth Management
TMFC icon

Cassaday & Co Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Cassaday & 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
Q3 		$48K Sell
600
-200
-25% -$15.7K ﹤0.01% 632
2026
Q2 		$60.9K Hold
800
– – ﹤0.01% 589
2026
Q1 		$52.8K Buy
+800
New +$55.6K ﹤0.01% 598

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Elevation Capital Advisory
Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return

Cassaday & Co Wealth Management's TMFC Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its Motley Fool 100 Index ETF (TMFC) stake by 25% in Q3 2026, selling an estimated $15.7K and leaving 600 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Cassaday & Co Wealth Management first reported a position in TMFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $60.9K in Q2 2026. 111 funds tracked by Wall St. Rank hold TMFC as of Q3 2026.

  • Cassaday & Co Wealth Management held 600 shares of Motley Fool 100 Index ETF worth $48K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 200 Motley Fool 100 Index ETF shares in Q3 2026, an estimated $15.7K.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #632 holding.
  • Cassaday & Co Wealth Management first reported a position in Motley Fool 100 Index ETF in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Motley Fool 100 Index ETF position peaked at $60.9K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.