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Synergy Asset Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-30,697
Closed -$1.83M – 771
2024
Q4 		$1.83M Buy
+30,697
New +$1.81M 0.14% 88

Other funds holding TMFC

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Synergy Asset Management's TMFC Position: Q1 2025 in Review

Synergy Asset Management sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2025, closing a stake of 30,697 shares — an estimated $1.83M sold.

Synergy Asset Management first reported a position in TMFC in Q4 2024 and held it in 1 quarter. The position peaked at $1.83M in Q4 2024. 131 funds tracked by Wall St. Rank hold TMFC as of Q1 2025.

  • Synergy Asset Management reported no remaining Motley Fool 100 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 30,697 Motley Fool 100 Index ETF shares in Q1 2025, an estimated $1.83M.
  • Synergy Asset Management first reported a position in Motley Fool 100 Index ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Motley Fool 100 Index ETF position peaked at $1.83M in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.