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Lloyd Advisory Services’s Motley Fool 100 Index ETF TMFC Stock Holding History

Lloyd Advisory 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
Q1 		– Sell
-379
Closed -$27.2K – 1037
2025
Q4 		$27.2K Buy
+379
New +$27.1K 0.01% 297
2025
Q1 		– Sell
-30,592
Closed -$1.84M – 116
2024
Q4 		$1.84M Buy
+30,592
New +$1.8M 0.87% 22

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

Lloyd Advisory Services's TMFC Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2026, closing a stake of 379 shares — an estimated $27.2K sold.

Lloyd Advisory Services first reported a position in TMFC in Q4 2024 and held it in 2 quarters. The position peaked at $1.84M in Q4 2024. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Motley Fool 100 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 379 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $27.2K.
  • Lloyd Advisory Services first reported a position in Motley Fool 100 Index ETF in Q4 2024 and held it in 2 quarters.
  • Lloyd Advisory Services's Motley Fool 100 Index ETF position peaked at $1.84M in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.