Concurrent Investment Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Concurrent Investment 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	$905K	Buy	11,881 +535	+5%	+$40K	0.01%	1057
2026 Q1	$749K	Buy	11,346 +2,060	+22%	+$143K	0.01%	1017
2025 Q4	$666K	Buy	9,286 +1,113	+14%	+$79.4K	0.01%	1023
2025 Q3	$576K	Buy	8,173 +473	+6%	+$31.7K	0.01%	852
2025 Q2	$497K	Buy	7,700 +379	+5%	+$22.2K	0.01%	848
2025 Q1	$407K	Buy	+7,321	New	+$435K	0.01%	806

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

Concurrent Investment Advisors's TMFC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Motley Fool 100 Index ETF (TMFC) stake by 4.7% in Q2 2026, buying an estimated $40K and bringing the position to 11,881 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #1057.

Concurrent Investment Advisors first reported a position in TMFC in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Concurrent Investment Advisors held 11,881 shares of Motley Fool 100 Index ETF worth $905K as of Q2 2026.
Concurrent Investment Advisors bought 535 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $40K.
Motley Fool 100 Index ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1057 holding.
Concurrent Investment Advisors first reported a position in Motley Fool 100 Index ETF in Q1 2025 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.