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Strategic Wealth Partners’s Motley Fool 100 Index ETF TMFC Stock Holding History

Strategic Wealth 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 		– Sell
-235
Closed -$16.9K – 1559
2025
Q4 		$16.9K Hold
235
– – ﹤0.01% 741
2025
Q3 		$16.6K Hold
235
– – ﹤0.01% 778
2025
Q2 		$15.2K Buy
+235
New +$13.8K ﹤0.01% 713

Other funds holding TMFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 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 $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Wealth Partners's TMFC Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2026, closing a stake of 235 shares — an estimated $16.9K sold.

Strategic Wealth Partners first reported a position in TMFC in Q2 2025 and held it in 3 quarters. The position peaked at $16.9K in Q4 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Motley Fool 100 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 235 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $16.9K.
  • Strategic Wealth Partners first reported a position in Motley Fool 100 Index ETF in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Motley Fool 100 Index ETF position peaked at $16.9K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.