CQWA
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Chokshi & Queen Wealth Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$288K Sell
3,788
-112
-3% -$8.37K 0.13% 49
2026
Q1 		$257K Buy
+3,900
New +$271K 0.14% 52
2025
Q4 		– Sell
-3,648
Closed -$257K – 58
2025
Q3 		$257K Buy
+3,648
New +$245K 0.14% 49

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

Chokshi & Queen Wealth Advisors's TMFC Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Motley Fool 100 Index ETF (TMFC) stake by 2.9% in Q2 2026, selling an estimated $8.37K and leaving 3,788 shares worth $288K. The position accounts for 0.13% of the portfolio, ranked #49.

Chokshi & Queen Wealth Advisors first reported a position in TMFC in Q3 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 3,788 shares of Motley Fool 100 Index ETF worth $288K as of Q2 2026.
  • Chokshi & Queen Wealth Advisors sold 112 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $8.37K.
  • Motley Fool 100 Index ETF made up 0.13% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.