EverSource Wealth Advisors’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

EverSource Wealth Advisors’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	$22.4K	Hold	620	–	–	﹤0.01%	2351
2026 Q1	$19.8K	Hold	620	–	–	﹤0.01%	2509
2025 Q4	$21.6K	Hold	620	–	–	﹤0.01%	2338
2025 Q3	$21.4K	Hold	620	–	–	﹤0.01%	2319
2025 Q2	$21.9K	Hold	620	–	–	﹤0.01%	2223
2025 Q1	$20.1K	Hold	620	–	–	﹤0.01%	1683
2024 Q4	$21.9K	Buy	+620	New	+$22.4K	﹤0.01%	1570

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

EverSource Wealth Advisors's TMFS Position: Q2 2026 in Review

EverSource Wealth Advisors held its Motley Fool Small-Cap Growth ETF (TMFS) position steady in Q2 2026 at 620 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

EverSource Wealth Advisors first reported a position in TMFS in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold TMFS as of Q2 2026.

EverSource Wealth Advisors held 620 shares of Motley Fool Small-Cap Growth ETF worth $22.4K as of Q2 2026.
EverSource Wealth Advisors left its Motley Fool Small-Cap Growth ETF share count unchanged in Q2 2026.
Motley Fool Small-Cap Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2351 holding.
EverSource Wealth Advisors first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.