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EP Wealth Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

EP Wealth Advisors’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Buy
3,676
+577
+19% +$43.1K ﹤0.01% 1331
2026
Q1 		$204K Buy
+3,099
New +$216K ﹤0.01% 1402
2024
Q2 		– Sell
-2,072
Closed -$103K – 888
2024
Q1 		$103K Buy
+2,072
New +$98.3K ﹤0.01% 809

Other funds holding TMFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EP Wealth Advisors's TMFC Position: Q2 2026 in Review

EP Wealth Advisors increased its Motley Fool 100 Index ETF (TMFC) stake by 19% in Q2 2026, buying an estimated $43.1K and bringing the position to 3,676 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

EP Wealth Advisors first reported a position in TMFC in Q1 2024 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

  • EP Wealth Advisors held 3,676 shares of Motley Fool 100 Index ETF worth $280K as of Q2 2026.
  • EP Wealth Advisors bought 577 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $43.1K.
  • Motley Fool 100 Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1331 holding.
  • EP Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q1 2024 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.