Key Financial Inc’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Key Financial Inc’s Portfolio TMFM Stock Details TMFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$83K	Hold	3,954	–	–	0.01%	456
2026 Q2	$85.5K	Hold	3,954	–	–	0.01%	451
2026 Q1	$79.7K	Hold	3,954	–	–	0.01%	440
2025 Q4	$92.7K	Hold	3,954	–	–	0.02%	408
2025 Q3	$97.5K	Hold	3,954	–	–	0.02%	398
2025 Q2	$106K	Hold	3,954	–	–	0.02%	372
2025 Q1	$98.9K	Hold	3,954	–	–	0.02%	363
2024 Q4	$102K	Hold	3,954	–	–	0.02%	345
2024 Q3	$115K	Hold	3,954	–	–	0.03%	329
2024 Q2	$104K	Hold	3,954	–	–	0.02%	333
2024 Q1	$107K	Hold	3,954	–	–	0.03%	310
2023 Q4	$100K	Hold	3,954	–	–	0.03%	314
2023 Q3	$93.9K	Hold	3,954	–	–	0.03%	308
2023 Q2	$94.4K	Hold	3,954	–	–	0.03%	307
2023 Q1	$89K	Hold	3,954	–	–	0.03%	309
2022 Q4	$82.7K	Hold	3,954	–	–	0.04%	278
2022 Q3	$83K	Hold	3,954	–	–	0.04%	281
2022 Q2	$85K	Buy	+3,954	New	+$91.1K	0.05%	269

Other funds holding TMFM

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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RIAL

Rothwell Investment Advisors, LLC Salem, Massachusetts $187M AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Key Financial Inc's TMFM Position: Q3 2026 in Review

Key Financial Inc held its Motley Fool Mid-Cap Growth ETF (TMFM) position steady in Q3 2026 at 3,954 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #456.

Key Financial Inc first reported a position in TMFM in Q2 2022 and has held it in 18 quarters since. The position peaked at $115K in Q3 2024. 12 funds tracked by Wall St. Rank hold TMFM as of Q3 2026.

Key Financial Inc held 3,954 shares of Motley Fool Mid-Cap Growth ETF worth $83K as of Q3 2026.
Key Financial Inc left its Motley Fool Mid-Cap Growth ETF share count unchanged in Q3 2026.
Motley Fool Mid-Cap Growth ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #456 holding.
Key Financial Inc first reported a position in Motley Fool Mid-Cap Growth ETF in Q2 2022 and has held it in 18 quarters since.
Key Financial Inc's Motley Fool Mid-Cap Growth ETF position peaked at $115K in Q3 2024.
12 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.