Western Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Western Wealth 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
2026 Q2	$4.62M	Buy	60,673 +2,120	+4%	+$158K	0.15%	134
2026 Q1	$3.86M	Buy	58,553 +512	+0.9%	+$35.6K	0.15%	135
2025 Q4	$4.17M	Buy	58,041 +16,430	+39%	+$1.17M	0.19%	102
2025 Q3	$2.93M	Buy	41,611 +22,972	+123%	+$1.54M	0.15%	129
2025 Q2	$1.2M	Buy	+18,639	New	+$1.09M	0.07%	240

Other funds holding TMFC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Western Wealth Management's TMFC Position: Q2 2026 in Review

Western Wealth Management increased its Motley Fool 100 Index ETF (TMFC) stake by 3.6% in Q2 2026, buying an estimated $158K and bringing the position to 60,673 shares worth $4.62M. The position accounts for 0.15% of the portfolio, ranked #134.

Western Wealth Management first reported a position in TMFC in Q2 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Western Wealth Management held 60,673 shares of Motley Fool 100 Index ETF worth $4.62M as of Q2 2026.
Western Wealth Management bought 2,120 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $158K.
Motley Fool 100 Index ETF made up 0.15% of Western Wealth Management's portfolio in Q2 2026, its #134 holding.
Western Wealth Management first reported a position in Motley Fool 100 Index ETF in Q2 2025 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.