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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
Q2 		$60.9K Hold
800
– – ﹤0.01% 589
2026
Q1 		$52.8K Buy
+800
New +$55.6K ﹤0.01% 598

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

Cassaday & Co Wealth Management's TMFC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Motley Fool 100 Index ETF (TMFC) position steady in Q2 2026 at 800 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Cassaday & Co Wealth Management first reported a position in TMFC in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

  • Cassaday & Co Wealth Management held 800 shares of Motley Fool 100 Index ETF worth $60.9K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Motley Fool 100 Index ETF share count unchanged in Q2 2026.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Cassaday & Co Wealth Management first reported a position in Motley Fool 100 Index ETF in Q1 2026 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.