Sound View Wealth Advisors Group’s Motley Fool 100 Index ETF TMFC Stock Holding History

Sound View Wealth Advisors Group’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	$1.21M	Sell	18,362 -117	-0.6%	-$8.14K	0.08%	169
2025 Q4	$1.33M	Buy	18,479 +707	+4%	+$50.5K	0.09%	164
2025 Q3	$1.25M	Buy	17,772 +384	+2%	+$25.8K	0.09%	175
2025 Q2	$1.12M	Buy	17,388 +1,353	+8%	+$79.4K	0.08%	174
2025 Q1	$892K	Buy	16,035 +181	+1%	+$10.8K	0.07%	188
2024 Q4	$953K	Buy	15,854 +3,076	+24%	+$181K	0.08%	181
2024 Q3	$719K	Buy	12,778 +1,625	+15%	+$88.1K	0.06%	218
2024 Q2	$600K	Buy	11,153 +814	+8%	+$41K	0.06%	220
2024 Q1	$513K	Buy	10,339 +2,098	+25%	+$99.5K	0.05%	233
2023 Q4	$368K	Buy	8,241 +334	+4%	+$14K	0.04%	274
2023 Q3	$311K	Buy	7,907 +2,297	+41%	+$93.8K	0.04%	281
2023 Q2	$229K	Buy	+5,610	New	+$209K	0.03%	331
2023 Q1	–	Sell	-8,241	Closed	-$368K	–	405
2022 Q4	$368K	Buy	+8,241	New	+$260K	0.04%	274

Other funds holding TMFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sound View Wealth Advisors Group's TMFC Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Motley Fool 100 Index ETF (TMFC) stake by 0.63% in Q1 2026, selling an estimated $8.14K and leaving 18,362 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #169.

Sound View Wealth Advisors Group first reported a position in TMFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.33M in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

Sound View Wealth Advisors Group held 18,362 shares of Motley Fool 100 Index ETF worth $1.21M as of Q1 2026.
Sound View Wealth Advisors Group sold 117 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $8.14K.
Motley Fool 100 Index ETF made up 0.08% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #169 holding.
Sound View Wealth Advisors Group first reported a position in Motley Fool 100 Index ETF in Q4 2022 and has held it in 13 quarters since.
Sound View Wealth Advisors Group's Motley Fool 100 Index ETF position peaked at $1.33M in Q4 2025.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.