Foundations Investment Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Foundations Investment 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 Q1	$270K	Buy	4,098 +683	+20%	+$47.5K	﹤0.01%	952
2025 Q4	$245K	Buy	3,415 +116	+4%	+$8.28K	﹤0.01%	972
2025 Q3	$233K	Sell	3,299 -154	-4%	-$10.3K	﹤0.01%	944
2025 Q2	$223K	Buy	+3,453	New	+$203K	﹤0.01%	851
2024 Q4	–	Sell	-3,566	Closed	-$201K	–	889
2024 Q3	$201K	Sell	3,566 -557	-14%	-$30.2K	﹤0.01%	778
2024 Q2	$222K	Sell	4,123 -123,248	-97%	-$6.21M	0.01%	695
2024 Q1	$6.32M	Sell	127,371 -4,249	-3%	-$202K	0.17%	112
2023 Q4	$6.11M	Buy	131,620 +22,312	+20%	+$934K	0.16%	101
2023 Q3	$4.3M	Buy	+109,308	New	+$4.47M	0.13%	123

Other funds holding TMFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foundations Investment Advisors's TMFC Position: Q1 2026 in Review

Foundations Investment Advisors increased its Motley Fool 100 Index ETF (TMFC) stake by 20% in Q1 2026, buying an estimated $47.5K and bringing the position to 4,098 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Foundations Investment Advisors first reported a position in TMFC in Q3 2023 and has held it in 9 quarters since. The position peaked at $6.32M in Q1 2024. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

Foundations Investment Advisors held 4,098 shares of Motley Fool 100 Index ETF worth $270K as of Q1 2026.
Foundations Investment Advisors bought 683 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $47.5K.
Motley Fool 100 Index ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #952 holding.
Foundations Investment Advisors first reported a position in Motley Fool 100 Index ETF in Q3 2023 and has held it in 9 quarters since.
Foundations Investment Advisors's Motley Fool 100 Index ETF position peaked at $6.32M in Q1 2024.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.