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

Medallion 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
2026 Q2	–	Sell	-250	Closed	-$16.5K	–	1297
2026 Q1	$16.5K	Hold	250	–	–	0.01%	685
2025 Q4	$17.9K	Hold	250	–	–	0.01%	659
2025 Q3	$17.6K	Hold	250	–	–	0.01%	654
2025 Q2	$16.1K	Hold	250	–	–	0.01%	657
2025 Q1	$13.9K	Hold	250	–	–	0.01%	634
2024 Q4	$13.9K	Buy	+250	New	+$14.7K	0.01%	615

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

Medallion Wealth Advisors's TMFC Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Motley Fool 100 Index ETF (TMFC) in Q2 2026, closing a stake of 250 shares — an estimated $16.5K sold.

Medallion Wealth Advisors first reported a position in TMFC in Q4 2024 and held it in 6 quarters. The position peaked at $17.9K in Q4 2025. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Medallion Wealth Advisors reported no remaining Motley Fool 100 Index ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 250 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $16.5K.
Medallion Wealth Advisors first reported a position in Motley Fool 100 Index ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's Motley Fool 100 Index ETF position peaked at $17.9K in Q4 2025.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.