Creative Planning
TMFM icon

Creative Planning’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Creative Planning’s Portfolio TMFM Stock Details TMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Sell
11,143
-1,986
-15% -$41.7K ﹤0.01% 3745
2026
Q1 		$265K Sell
13,129
-4,163
-24% -$92.6K ﹤0.01% 3518
2025
Q4 		$405K Sell
17,292
-393
-2% -$9.4K ﹤0.01% 3018
2025
Q3 		$439K Sell
17,685
-2,384
-12% -$61.8K ﹤0.01% 2836
2025
Q2 		$536K Hold
20,069
– – ﹤0.01% 2418
2025
Q1 		$502K Sell
20,069
-33
-0.2% -$864 ﹤0.01% 2288
2024
Q4 		$518K Buy
20,102
+1,289
+7% +$39K ﹤0.01% 2186
2024
Q3 		$548K Sell
18,813
-9,647
-34% -$268K ﹤0.01% 2018
2024
Q2 		$748K Sell
28,460
-3,400
-11% -$88.7K ﹤0.01% 1627
2024
Q1 		$864K Buy
31,860
+12,215
+62% +$314K ﹤0.01% 1431
2023
Q4 		$497K Buy
19,645
+208
+1% +$4.96K ﹤0.01% 1714
2023
Q3 		$461K Hold
19,437
– – ﹤0.01% 1617
2023
Q2 		$464K Buy
19,437
+550
+3% +$12.5K ﹤0.01% 1598
2023
Q1 		$425K Sell
18,887
-695
-4% -$15.7K ﹤0.01% 1572
2022
Q4 		$418K Buy
19,582
+145
+0.7% +$3.12K ﹤0.01% 1521
2022
Q3 		$407K Sell
19,437
-10,845
-36% -$246K ﹤0.01% 1456
2022
Q2 		$641K Buy
30,282
+11,552
+62% +$266K ﹤0.01% 1179
2022
Q1 		$497K Buy
18,730
+8,398
+81% +$220K ﹤0.01% 1323
2021
Q4 		$303K Buy
+10,332
New +$298K ﹤0.01% 1614

Other funds holding TMFM

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's TMFM Position: Q2 2026 in Review

Creative Planning reduced its Motley Fool Mid-Cap Growth ETF (TMFM) stake by 15% in Q2 2026, selling an estimated $41.7K and leaving 11,143 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

Creative Planning first reported a position in TMFM in Q4 2021 and has held it in 19 quarters since. The position peaked at $864K in Q1 2024. 24 funds tracked by Wall St. Rank hold TMFM as of Q2 2026.

  • Creative Planning held 11,143 shares of Motley Fool Mid-Cap Growth ETF worth $241K as of Q2 2026.
  • Creative Planning sold 1,986 Motley Fool Mid-Cap Growth ETF shares in Q2 2026, an estimated $41.7K.
  • Motley Fool Mid-Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3745 holding.
  • Creative Planning first reported a position in Motley Fool Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Creative Planning's Motley Fool Mid-Cap Growth ETF position peaked at $864K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.