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SageGuard Financial Group’s Motley Fool Capital Efficiency 100 Index ETF TMFE Stock Holding History

SageGuard Financial Group’s Portfolio TMFE Stock Details TMFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.18M Sell
73,892
-120,384
-62% -$3.51M 0.31% 83
2026
Q1 		$5.29M Sell
194,276
-110,778
-36% -$3.17M 0.82% 41
2025
Q4 		$8.9M Buy
+305,054
New +$8.91M 1.42% 24

Other funds holding TMFE

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

SageGuard Financial Group's TMFE Position: Q2 2026 in Review

SageGuard Financial Group reduced its Motley Fool Capital Efficiency 100 Index ETF (TMFE) stake by 62% in Q2 2026, selling an estimated $3.51M and leaving 73,892 shares worth $2.18M. The position accounts for 0.31% of the portfolio, ranked #83.

SageGuard Financial Group first reported a position in TMFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.9M in Q4 2025. 13 funds tracked by Wall St. Rank hold TMFE as of Q2 2026.

  • SageGuard Financial Group held 73,892 shares of Motley Fool Capital Efficiency 100 Index ETF worth $2.18M as of Q2 2026.
  • SageGuard Financial Group sold 120,384 Motley Fool Capital Efficiency 100 Index ETF shares in Q2 2026, an estimated $3.51M.
  • Motley Fool Capital Efficiency 100 Index ETF made up 0.31% of SageGuard Financial Group's portfolio in Q2 2026, its #83 holding.
  • SageGuard Financial Group first reported a position in Motley Fool Capital Efficiency 100 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Motley Fool Capital Efficiency 100 Index ETF position peaked at $8.9M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Motley Fool Capital Efficiency 100 Index ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.