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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's TMFC Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in Motley Fool 100 Index ETF (TMFC) in Q1 2026: 3,900 shares worth $257K. The stake represents 0.14% of the portfolio and ranks #52 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in TMFC as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in TMFC in Q3 2025 and has held it in 2 quarters since. The position peaked at $257K in Q3 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 3,900 shares of Motley Fool 100 Index ETF worth $257K as of Q1 2026.
  • Motley Fool 100 Index ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
  • Motley Fool 100 Index ETF made up 0.14% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q3 2025 and has held it in 2 quarters since.
  • Chokshi & Queen Wealth Advisors's Motley Fool 100 Index ETF position peaked at $257K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.