Creative Planning
TMFS icon

Creative Planning’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Creative Planning’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$291K Buy
9,087
+1,001
+12% +$34.8K ﹤0.01% 3454
2025
Q4 		$282K Hold
8,086
– – ﹤0.01% 3289
2025
Q3 		$279K Sell
8,086
-200
-2% -$7.03K ﹤0.01% 3202
2025
Q2 		$293K Hold
8,286
– – ﹤0.01% 2916
2025
Q1 		$269K Buy
8,286
+200
+2% +$7.06K ﹤0.01% 2852
2024
Q4 		$286K Buy
+8,086
New +$292K ﹤0.01% 2705
2024
Q2 		– Sell
-8,870
Closed -$283K – 3172
2024
Q1 		$283K Buy
+8,870
New +$269K ﹤0.01% 2304

Other funds holding TMFS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return