Golden State Wealth Management’s Motley Fool Next Index ETF TMFX Stock Holding History

Golden State Wealth Management’s Portfolio TMFX Stock Details TMFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.63K	Hold	203	–	–	﹤0.01%	1272
2026 Q1	$4.06K	Hold	203	–	–	﹤0.01%	1247
2025 Q4	$4.38K	Hold	203	–	–	﹤0.01%	1260
2025 Q3	$4.39K	Buy	+203	New	+$4.3K	﹤0.01%	1273

Other funds holding TMFX

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Golden State Wealth Management's TMFX Position: Q2 2026 in Review

Golden State Wealth Management held its Motley Fool Next Index ETF (TMFX) position steady in Q2 2026 at 203 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Golden State Wealth Management first reported a position in TMFX in Q3 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold TMFX as of Q2 2026.

Golden State Wealth Management held 203 shares of Motley Fool Next Index ETF worth $4.63K as of Q2 2026.
Golden State Wealth Management left its Motley Fool Next Index ETF share count unchanged in Q2 2026.
Motley Fool Next Index ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1272 holding.
Golden State Wealth Management first reported a position in Motley Fool Next Index ETF in Q3 2025 and has held it in 4 quarters since.
3 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.