Global Retirement Partners’s Motley Fool 100 Index ETF TMFC Stock Holding History

Global Retirement Partners’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
2025 Q4	$97K	Buy	1,352 +2	+0.1%	+$143	﹤0.01%	1938
2025 Q3	$95.2K	Hold	1,350	–	–	﹤0.01%	1537
2025 Q2	$87.1K	Buy	+1,350	New	+$79.2K	﹤0.01%	1500
2024 Q4	$81.2K	Buy	1,350 +5	+0.4%	+$295	﹤0.01%	1380
2024 Q3	$75.7K	Hold	1,345	–	–	﹤0.01%	1360
2024 Q2	$72.4K	Hold	1,345	–	–	﹤0.01%	1345
2024 Q1	$66.7K	Buy	1,345 +130	+11%	+$6.17K	﹤0.01%	1268
2023 Q4	$54.7K	Hold	1,215	–	–	﹤0.01%	1324
2023 Q3	$48K	Hold	1,215	–	–	﹤0.01%	1294
2023 Q2	$49.5K	Hold	1,215	–	–	﹤0.01%	1283
2023 Q1	$43.1K	Buy	+1,215	New	+$40.2K	﹤0.01%	1305

Other funds holding TMFC

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

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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

Raymond James Financial

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

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

Cambridge Investment Research Advisors

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

Royal Bank of Canada

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

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