Howard Financial Services’s Motley Fool 100 Index ETF TMFC Stock Holding History

Howard Financial Services’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 Q3	$246K	Sell	3,077 -802	-21%	-$63K	0.03%	201
2026 Q2	$295K	Sell	3,879 -868	-18%	-$64.9K	0.03%	180
2026 Q1	$313K	Sell	4,747 -26	-0.5%	-$1.81K	0.04%	165
2025 Q4	$343K	Sell	4,773 -196	-4%	-$14K	0.04%	145
2025 Q3	$350K	Hold	4,969	–	–	0.04%	137
2025 Q2	$321K	Hold	4,969	–	–	0.04%	134
2025 Q1	$276K	Hold	4,969	–	–	0.04%	145
2024 Q4	$299K	Buy	4,969 +19	+0.4%	+$1.12K	0.04%	147
2024 Q3	$278K	Buy	+4,950	New	+$268K	0.04%	130

Other funds holding TMFC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return

Howard Financial Services's TMFC Position: Q3 2026 in Review

Howard Financial Services reduced its Motley Fool 100 Index ETF (TMFC) stake by 21% in Q3 2026, selling an estimated $63K and leaving 3,077 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #201.

Howard Financial Services first reported a position in TMFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $350K in Q3 2025. 111 funds tracked by Wall St. Rank hold TMFC as of Q3 2026.

Howard Financial Services held 3,077 shares of Motley Fool 100 Index ETF worth $246K as of Q3 2026.
Howard Financial Services sold 802 Motley Fool 100 Index ETF shares in Q3 2026, an estimated $63K.
Motley Fool 100 Index ETF made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #201 holding.
Howard Financial Services first reported a position in Motley Fool 100 Index ETF in Q3 2024 and has held it in 9 quarters since.
Howard Financial Services's Motley Fool 100 Index ETF position peaked at $350K in Q3 2025.
111 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.