Creative Planning
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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
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 New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's TMFM Position: Q1 2026 in Review

Creative Planning reduced its Motley Fool Mid-Cap Growth ETF (TMFM) stake by 24% in Q1 2026, selling an estimated $92.6K and leaving 13,129 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

Creative Planning first reported a position in TMFM in Q4 2021 and has held it in 18 quarters since. The position peaked at $864K in Q1 2024. 27 funds tracked by Wall St. Rank hold TMFM as of Q1 2026.

  • Creative Planning held 13,129 shares of Motley Fool Mid-Cap Growth ETF worth $265K as of Q1 2026.
  • Creative Planning sold 4,163 Motley Fool Mid-Cap Growth ETF shares in Q1 2026, an estimated $92.6K.
  • Motley Fool Mid-Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3518 holding.
  • Creative Planning first reported a position in Motley Fool Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Creative Planning's Motley Fool Mid-Cap Growth ETF position peaked at $864K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q1 2026.

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