Creative Planning
TMFC icon

Creative Planning’s Motley Fool 100 Index ETF TMFC Stock Holding History

Creative Planning’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 		$1.53M Buy
23,126
+1,502
+7% +$104K ﹤0.01% 2122
2025
Q4 		$1.55M Buy
21,624
+19
+0.1% +$1.36K ﹤0.01% 1927
2025
Q3 		$1.52M Buy
21,605
+820
+4% +$55K ﹤0.01% 1755
2025
Q2 		$1.34M Sell
20,785
-136
-0.7% -$7.98K ﹤0.01% 1627
2025
Q1 		$1.16M Sell
20,921
-583
-3% -$34.6K ﹤0.01% 1599
2024
Q4 		$1.29M Buy
21,504
+10,889
+103% +$642K ﹤0.01% 1454
2024
Q3 		$597K Sell
10,615
-1,000
-9% -$54.2K ﹤0.01% 1947
2024
Q2 		$625K Sell
11,615
-7,236
-38% -$365K ﹤0.01% 1775
2024
Q1 		$935K Buy
18,851
+9,858
+110% +$468K ﹤0.01% 1376
2023
Q4 		$402K Buy
8,993
+9
+0.1% +$377 ﹤0.01% 1861
2023
Q3 		$353K Buy
+8,984
New +$367K ﹤0.01% 1801
2021
Q3 		– Sell
-8,700
Closed -$344K – 2225
2021
Q2 		$344K Sell
8,700
-5,235
-38% -$198K ﹤0.01% 1493
2021
Q1 		$496K Buy
13,935
+1,950
+16% +$69.6K ﹤0.01% 1446
2020
Q4 		$423K Buy
11,985
+722
+6% +$24.1K ﹤0.01% 1414
2020
Q3 		$359K Buy
11,263
+1,000
+10% +$30.9K ﹤0.01% 1311
2020
Q2 		$287K Hold
10,263
– – ﹤0.01% 1336
2020
Q1 		$226K Sell
10,263
-1,200
-10% -$29.7K ﹤0.01% 1331
2019
Q4 		$286K Sell
11,463
-4,524
-28% -$107K ﹤0.01% 1427
2019
Q3 		$359K Sell
15,987
-84
-0.5% -$1.9K ﹤0.01% 1252
2019
Q2 		$357K Sell
16,071
-125
-0.8% -$2.74K ﹤0.01% 1267
2019
Q1 		$345K Buy
16,196
+5,446
+51% +$111K ﹤0.01% 1251
2018
Q4 		$200K Sell
10,750
-3,313
-24% -$67K ﹤0.01% 1494
2018
Q3 		$311K Buy
+14,063
New +$302K ﹤0.01% 1374

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

Creative Planning's TMFC Position: Q1 2026 in Review

Creative Planning increased its Motley Fool 100 Index ETF (TMFC) stake by 6.9% in Q1 2026, buying an estimated $104K and bringing the position to 23,126 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Creative Planning first reported a position in TMFC in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.55M in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • Creative Planning held 23,126 shares of Motley Fool 100 Index ETF worth $1.53M as of Q1 2026.
  • Creative Planning bought 1,502 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $104K.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2122 holding.
  • Creative Planning first reported a position in Motley Fool 100 Index ETF in Q3 2018 and has held it in 23 quarters since.
  • Creative Planning's Motley Fool 100 Index ETF position peaked at $1.55M in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.