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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 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 $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PlanWiser Financial's TMFC Position: Q1 2026 in Review

PlanWiser Financial increased its Motley Fool 100 Index ETF (TMFC) stake by 308% in Q1 2026, buying an estimated $4.6M and bringing the position to 87,638 shares worth $6.33M. The position accounts for 4.58% of the portfolio, ranked #8.

PlanWiser Financial first reported a position in TMFC in Q1 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • PlanWiser Financial held 87,638 shares of Motley Fool 100 Index ETF worth $6.33M as of Q1 2026.
  • PlanWiser Financial bought 66,148 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $4.6M.
  • Motley Fool 100 Index ETF made up 4.58% of PlanWiser Financial's portfolio in Q1 2026, its #8 holding.
  • PlanWiser Financial first reported a position in Motley Fool 100 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.