Envestnet Asset Management’s Motley Fool Capital Efficiency 100 Index ETF TMFE Stock Holding History

Envestnet Asset Management’s Portfolio TMFE Stock Details TMFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24,558	Closed	-$717K	–	4819
2025 Q4	$717K	Sell	24,558 -45,407	-65%	-$1.33M	﹤0.01%	3459
2025 Q3	$2.04M	Buy	69,965 +6,280	+10%	+$179K	﹤0.01%	2867
2025 Q2	$1.79M	Buy	63,685 +1,784	+3%	+$47.4K	﹤0.01%	2903
2025 Q1	$1.58M	Sell	61,901 -7,297	-11%	-$196K	﹤0.01%	2887
2024 Q4	$1.82M	Buy	69,198 +25,943	+60%	+$693K	﹤0.01%	2751
2024 Q3	$1.12M	Sell	43,255 -1,386	-3%	-$34.7K	﹤0.01%	3057
2024 Q2	$1.1M	Sell	44,641 -51	-0.1%	-$1.19K	﹤0.01%	2970
2024 Q1	$1.04M	Buy	+44,692	New	+$995K	﹤0.01%	3000

Other funds holding TMFE

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

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

MCCP

Mission Creek Capital Partners San Francisco, California $569M AUM 32.57% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management's TMFE Position: Q1 2026 in Review

Envestnet Asset Management sold out of Motley Fool Capital Efficiency 100 Index ETF (TMFE) in Q1 2026, closing a stake of 24,558 shares — an estimated $717K sold.

Envestnet Asset Management first reported a position in TMFE in Q1 2024 and held it in 8 quarters. The position peaked at $2.04M in Q3 2025. 28 funds tracked by Wall St. Rank hold TMFE as of Q1 2026.

Envestnet Asset Management reported no remaining Motley Fool Capital Efficiency 100 Index ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Asset Management sold 24,558 Motley Fool Capital Efficiency 100 Index ETF shares in Q1 2026, an estimated $717K.
Envestnet Asset Management first reported a position in Motley Fool Capital Efficiency 100 Index ETF in Q1 2024 and held it in 8 quarters.
Envestnet Asset Management's Motley Fool Capital Efficiency 100 Index ETF position peaked at $2.04M in Q3 2025.
28 funds tracked by Wall St. Rank held Motley Fool Capital Efficiency 100 Index ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.