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Strategic Wealth Partners’s Motley Fool Next Index ETF TMFX Stock Holding History

Strategic Wealth Partners’s Portfolio TMFX Stock Details TMFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-360
Closed -$7.76K – 1560
2025
Q4 		$7.76K Hold
360
– – ﹤0.01% 952
2025
Q3 		$7.78K Hold
360
– – ﹤0.01% 949
2025
Q2 		$7.37K Buy
+360
New +$6.79K ﹤0.01% 838

Other funds holding TMFX

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Strategic Wealth Partners sold out of Motley Fool Next Index ETF (TMFX) in Q1 2026, closing a stake of 360 shares — an estimated $7.76K sold.

Strategic Wealth Partners first reported a position in TMFX in Q2 2025 and held it in 3 quarters. The position peaked at $7.78K in Q3 2025. 13 funds tracked by Wall St. Rank hold TMFX as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Motley Fool Next Index ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 360 Motley Fool Next Index ETF shares in Q1 2026, an estimated $7.76K.
  • Strategic Wealth Partners first reported a position in Motley Fool Next Index ETF in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Motley Fool Next Index ETF position peaked at $7.78K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q1 2026.

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