UBS Group’s Motley Fool 100 Index ETF TMFC Stock Holding History

UBS Group’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	$205K	Buy	3,109 +2,718	+695%	+$189K	﹤0.01%	6625
2025 Q4	$28.1K	Buy	391 +353	+929%	+$25.2K	﹤0.01%	7569
2025 Q3	$2.68K	Buy	+38	New	+$2.55K	﹤0.01%	9131
2025 Q2	–	Sell	-876	Closed	-$48.7K	–	10823
2025 Q1	$48.7K	Buy	+876	New	+$52.1K	﹤0.01%	7616
2024 Q4	–	Sell	-10,194	Closed	-$573K	–	10386
2024 Q3	$573K	Buy	10,194 +10,069	+8,055%	+$546K	﹤0.01%	5121
2024 Q2	$6.73K	Sell	125 -855	-87%	-$43.1K	﹤0.01%	7893
2024 Q1	$48.6K	Buy	+980	New	+$46.5K	﹤0.01%	6522
2023 Q4	–	Sell	-1,357	Closed	-$53.3K	–	9885
2023 Q3	$53.3K	Buy	1,357 +1,029	+314%	+$42K	﹤0.01%	6255
2023 Q2	$13.4K	Buy	+328	New	+$12.2K	﹤0.01%	7044
2023 Q1	–	Sell	-4,648	Closed	-$142K	–	10377
2022 Q4	$142K	Buy	4,648 +2,609	+128%	+$82.4K	﹤0.01%	5772
2022 Q3	$63K	Buy	2,039 +1,652	+427%	+$56.7K	﹤0.01%	6127
2022 Q2	$12K	Buy	+387	New	+$13.6K	﹤0.01%	7681
2022 Q1	–	Sell	-579	Closed	-$26K	–	10902
2021 Q4	$26K	Buy	+579	New	+$24.8K	﹤0.01%	7549
2020 Q4	–	Sell	-297	Closed	-$9K	–	8760
2020 Q3	$9K	Sell	297 -1,609	-84%	-$49.8K	﹤0.01%	6951
2020 Q2	$53K	Buy	1,906 +1,806	+1,806%	+$46.5K	﹤0.01%	5808
2020 Q1	$2K	Buy	+100	New	+$2.48K	﹤0.01%	7642
2019 Q4	–	Sell	-2,306	Closed	-$52K	–	8407
2019 Q3	$52K	Buy	+2,306	New	+$52.1K	﹤0.01%	6179
2019 Q1	–	Sell	-8,582	Closed	-$160K	–	8165
2018 Q4	$160K	Buy	+8,582	New	+$174K	﹤0.01%	5131
2018 Q3	–	Sell	-5,102	Closed	-$103K	–	8267
2018 Q2	$103K	Buy	+5,102	New	+$101K	﹤0.01%	5420

Other funds holding TMFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's TMFC Position: Q1 2026 in Review

UBS Group increased its Motley Fool 100 Index ETF (TMFC) stake by 695% in Q1 2026, buying an estimated $189K and bringing the position to 3,109 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #6625.

UBS Group first reported a position in TMFC in Q2 2018 and has held it in 19 quarters since. The position peaked at $573K in Q3 2024. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

UBS Group held 3,109 shares of Motley Fool 100 Index ETF worth $205K as of Q1 2026.
UBS Group bought 2,718 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $189K.
Motley Fool 100 Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6625 holding.
UBS Group first reported a position in Motley Fool 100 Index ETF in Q2 2018 and has held it in 19 quarters since.
UBS Group's Motley Fool 100 Index ETF position peaked at $573K in Q3 2024.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.