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

PlanWiser Financial’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	$3.1M	Sell	40,670 -46,968	-54%	-$3.51M	2.15%	21
2026 Q1	$6.33M	Buy	87,638 +66,148	+308%	+$4.6M	4.58%	8
2025 Q4	$1.52M	Buy	21,490 +243	+1%	+$17.3K	1.13%	29
2025 Q3	$1.55M	Sell	21,247 -671	-3%	-$45K	1.23%	26
2025 Q2	$1.46M	Sell	21,918 -428	-2%	-$25.1K	1.24%	29
2025 Q1	$1.28M	Buy	+22,346	New	+$1.33M	1.16%	25

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

PlanWiser Financial's TMFC Position: Q2 2026 in Review

PlanWiser Financial reduced its Motley Fool 100 Index ETF (TMFC) stake by 54% in Q2 2026, selling an estimated $3.51M and leaving 40,670 shares worth $3.1M. The position accounts for 2.15% of the portfolio, ranked #21.

PlanWiser Financial first reported a position in TMFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.33M in Q1 2026. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

PlanWiser Financial held 40,670 shares of Motley Fool 100 Index ETF worth $3.1M as of Q2 2026.
PlanWiser Financial sold 46,968 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $3.51M.
Motley Fool 100 Index ETF made up 2.15% of PlanWiser Financial's portfolio in Q2 2026, its #21 holding.
PlanWiser Financial first reported a position in Motley Fool 100 Index ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's Motley Fool 100 Index ETF position peaked at $6.33M in Q1 2026.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.