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

Root Financial Partners’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	-25	Closed	-$1.65K	–	2931
2026 Q1	$1.65K	Hold	25	–	–	﹤0.01%	2400
2025 Q4	$1.79K	Hold	25	–	–	﹤0.01%	2006
2025 Q3	$1.76K	Buy	+25	New	+$1.68K	﹤0.01%	1975

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

Root Financial Partners's TMFC Position: Q2 2026 in Review

Root Financial Partners sold out of Motley Fool 100 Index ETF (TMFC) in Q2 2026, closing a stake of 25 shares — an estimated $1.65K sold.

Root Financial Partners first reported a position in TMFC in Q3 2025 and held it in 3 quarters. The position peaked at $1.79K in Q4 2025. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Root Financial Partners reported no remaining Motley Fool 100 Index ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 25 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $1.65K.
Root Financial Partners first reported a position in Motley Fool 100 Index ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Motley Fool 100 Index ETF position peaked at $1.79K in Q4 2025.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.