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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
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
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 $43.3B AUM 29.3% 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

Root Financial Partners's TMFC Position: Q1 2026 in Review

Root Financial Partners held its Motley Fool 100 Index ETF (TMFC) position steady in Q1 2026 at 25 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Root Financial Partners first reported a position in TMFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.79K in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • Root Financial Partners held 25 shares of Motley Fool 100 Index ETF worth $1.65K as of Q1 2026.
  • Root Financial Partners left its Motley Fool 100 Index ETF share count unchanged in Q1 2026.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2400 holding.
  • Root Financial Partners first reported a position in Motley Fool 100 Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Motley Fool 100 Index ETF position peaked at $1.79K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.