WA
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Waverly Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Waverly Advisors’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
-5,289
Closed -$318K – 1130
2024
Q4 		$318K Buy
+5,289
New +$312K ﹤0.01% 804

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

Waverly Advisors's TMFC Position: Q1 2025 in Review

Waverly Advisors sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2025, closing a stake of 5,289 shares — an estimated $318K sold.

Waverly Advisors first reported a position in TMFC in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 131 funds tracked by Wall St. Rank hold TMFC as of Q1 2025.

  • Waverly Advisors reported no remaining Motley Fool 100 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Waverly Advisors sold 5,289 Motley Fool 100 Index ETF shares in Q1 2025, an estimated $318K.
  • Waverly Advisors first reported a position in Motley Fool 100 Index ETF in Q4 2024 and held it in 1 quarter.
  • Waverly Advisors's Motley Fool 100 Index ETF position peaked at $318K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2025.

Based on Waverly Advisors's 13F filing for Q1 2025, filed 15 May 2025.