HWA
TMFC icon

HHM Wealth Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

HHM Wealth 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
2022
Q4 		– Sell
-7
Closed – – 743
2022
Q3 		$0 Hold
7
– – ﹤0.01% 802
2022
Q2 		$0 Hold
7
– – ﹤0.01% 844
2022
Q1 		$0 Hold
7
– – ﹤0.01% 751
2021
Q4 		$0 Hold
7
– – ﹤0.01% 703
2021
Q3 		$0 Hold
7
– – ﹤0.01% 659
2021
Q2 		$0 Buy
+7
New +$264 ﹤0.01% 652

Other funds holding TMFC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HHM Wealth Advisors's TMFC Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Motley Fool 100 Index ETF (TMFC) in Q4 2022, closing a stake of 7 shares.

HHM Wealth Advisors first reported a position in TMFC in Q2 2021 and held it in 6 quarters. The position peaked at $0 in Q3 2022. 63 funds tracked by Wall St. Rank hold TMFC as of Q4 2022.

  • HHM Wealth Advisors reported no remaining Motley Fool 100 Index ETF position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 7 Motley Fool 100 Index ETF shares in Q4 2022.
  • HHM Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q2 2021 and held it in 6 quarters.
  • HHM Wealth Advisors's Motley Fool 100 Index ETF position peaked at $0 in Q3 2022.
  • 63 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.