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 Q2	$295K	Sell	3,879 -868	-18%	-$64.9K	0.03%	191
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Howard Financial Services's TMFC Position: Q2 2026 in Review

Howard Financial Services reduced its Motley Fool 100 Index ETF (TMFC) stake by 18% in Q2 2026, selling an estimated $64.9K and leaving 3,879 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #191.

Howard Financial Services first reported a position in TMFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $350K in Q3 2025. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Howard Financial Services held 3,879 shares of Motley Fool 100 Index ETF worth $295K as of Q2 2026.
Howard Financial Services sold 868 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $64.9K.
Motley Fool 100 Index ETF made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #191 holding.
Howard Financial Services first reported a position in Motley Fool 100 Index ETF in Q3 2024 and has held it in 8 quarters since.
Howard Financial Services's Motley Fool 100 Index ETF position peaked at $350K in Q3 2025.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.