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 Q2	$292K	Sell	8,087 -1,000	-11%	-$34.3K	﹤0.01%	3589
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's TMFS Position: Q2 2026 in Review

Creative Planning reduced its Motley Fool Small-Cap Growth ETF (TMFS) stake by 11% in Q2 2026, selling an estimated $34.3K and leaving 8,087 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

Creative Planning first reported a position in TMFS in Q1 2024 and has held it in 8 quarters since. The position peaked at $293K in Q2 2025. 27 funds tracked by Wall St. Rank hold TMFS as of Q2 2026.

Creative Planning held 8,087 shares of Motley Fool Small-Cap Growth ETF worth $292K as of Q2 2026.
Creative Planning sold 1,000 Motley Fool Small-Cap Growth ETF shares in Q2 2026, an estimated $34.3K.
Motley Fool Small-Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3589 holding.
Creative Planning first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
Creative Planning's Motley Fool Small-Cap Growth ETF position peaked at $293K in Q2 2025.
27 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2026.

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