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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
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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 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 $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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