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BFC Planning, Inc.’s Main Thematic Innovation ETF TMAT Stock Holding History

BFC Planning, Inc.’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56K Hold
1,783
– – ﹤0.01% 1498
2026
Q1 		$41.3K Hold
1,783
– – ﹤0.01% 1411
2025
Q4 		$44.6K Hold
1,783
– – ﹤0.01% 1419
2025
Q3 		$48.3K Hold
1,783
– – ﹤0.01% 1202
2025
Q2 		$41.6K Hold
1,783
– – ﹤0.01% 1202
2025
Q1 		$31.5K Buy
1,783
+301
+20% +$6.25K ﹤0.01% 1280
2024
Q4 		$30.9K Buy
+1,482
New +$29.5K ﹤0.01% 1293

Other funds holding TMAT

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Main Management
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Echo45 Advisors
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

BFC Planning, Inc.'s TMAT Position: Q2 2026 in Review

BFC Planning, Inc. held its Main Thematic Innovation ETF (TMAT) position steady in Q2 2026 at 1,783 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

BFC Planning, Inc. first reported a position in TMAT in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold TMAT as of Q2 2026.

  • BFC Planning, Inc. held 1,783 shares of Main Thematic Innovation ETF worth $56K as of Q2 2026.
  • BFC Planning, Inc. left its Main Thematic Innovation ETF share count unchanged in Q2 2026.
  • Main Thematic Innovation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1498 holding.
  • BFC Planning, Inc. first reported a position in Main Thematic Innovation ETF in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.