Steward Partners Investment Advisory’s Motley Fool 100 Index ETF TMFC Stock Holding History

Steward Partners Investment Advisory’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	$34.9K	Sell	458 -40	-8%	-$2.99K	﹤0.01%	3149
2026 Q1	$32.8K	Hold	498	–	–	﹤0.01%	3002
2025 Q4	$35.7K	Hold	498	–	–	﹤0.01%	2849
2025 Q3	$35.1K	Sell	498 -80	-14%	-$5.37K	﹤0.01%	2788
2025 Q2	$37.3K	Hold	578	–	–	﹤0.01%	2623
2025 Q1	$32.1K	Sell	578 -2,050	-78%	-$122K	﹤0.01%	2600
2024 Q4	$158K	Sell	2,628 -153	-6%	-$9.02K	﹤0.01%	1748
2024 Q3	$156K	Hold	2,781	–	–	﹤0.01%	1652
2024 Q2	$150K	Buy	2,781 +407	+17%	+$20.5K	﹤0.01%	1583
2024 Q1	$118K	Buy	+2,374	New	+$113K	﹤0.01%	1679
2022 Q2	–	Sell	-34	Closed	-$1K	–	3369
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	3226
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	3037
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	3106
2021 Q2	$1K	Hold	34	–	–	﹤0.01%	6994
2021 Q1	$1.21K	Buy	+34	New	+$1.21K	﹤0.01%	3295

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

Steward Partners Investment Advisory's TMFC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Motley Fool 100 Index ETF (TMFC) stake by 8% in Q2 2026, selling an estimated $2.99K and leaving 458 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Steward Partners Investment Advisory first reported a position in TMFC in Q1 2021 and has held it in 15 quarters since. The position peaked at $158K in Q4 2024. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Steward Partners Investment Advisory held 458 shares of Motley Fool 100 Index ETF worth $34.9K as of Q2 2026.
Steward Partners Investment Advisory sold 40 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $2.99K.
Motley Fool 100 Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3149 holding.
Steward Partners Investment Advisory first reported a position in Motley Fool 100 Index ETF in Q1 2021 and has held it in 15 quarters since.
Steward Partners Investment Advisory's Motley Fool 100 Index ETF position peaked at $158K in Q4 2024.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.