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Goldstone Financial Group’s Motley Fool 100 Index ETF TMFC Stock Holding History

Goldstone Financial Group’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 		– Sell
-3,429
Closed -$246K – 236
2025
Q4 		$246K Sell
3,429
-218
-6% -$15.6K 0.03% 205
2025
Q3 		$257K Buy
3,647
+78
+2% +$5.23K 0.03% 195
2025
Q2 		$232K Sell
3,569
-95
-3% -$5.58K 0.03% 191
2025
Q1 		$204K Buy
3,664
+243
+7% +$14.4K 0.03% 199
2024
Q4 		$206K Sell
3,421
-356
-9% -$21K 0.03% 196
2024
Q3 		$212K Sell
3,777
-1,177
-24% -$63.8K 0.04% 184
2024
Q2 		$267K Sell
4,954
-1,682
-25% -$84.7K 0.05% 151
2024
Q1 		$329K Buy
6,636
+185
+3% +$8.77K 0.08% 120
2023
Q4 		$288K Sell
6,451
-913
-12% -$38.2K 0.07% 124
2023
Q3 		$289K Sell
7,364
-230
-3% -$9.39K 0.09% 118
2023
Q2 		$309K Sell
7,594
-552
-7% -$20.6K 0.09% 116
2023
Q1 		$289K Buy
+8,146
New +$270K 0.1% 117

Other funds holding TMFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldstone Financial Group's TMFC Position: Q1 2026 in Review

Goldstone Financial Group sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2026, closing a stake of 3,429 shares — an estimated $246K sold.

Goldstone Financial Group first reported a position in TMFC in Q1 2023 and held it in 12 quarters. The position peaked at $329K in Q1 2024. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • Goldstone Financial Group reported no remaining Motley Fool 100 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 3,429 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $246K.
  • Goldstone Financial Group first reported a position in Motley Fool 100 Index ETF in Q1 2023 and held it in 12 quarters.
  • Goldstone Financial Group's Motley Fool 100 Index ETF position peaked at $329K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.