4J Wealth Management’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

4J Wealth Management’s Portfolio TCAF Stock Details TCAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.45M	Sell	205,529 -64,768	-24%	-$2.56M	4.14%	5
2026 Q1	$9.62M	Sell	270,297 -9,261	-3%	-$347K	5.47%	4
2025 Q4	$10.7M	Buy	279,558 +11,974	+4%	+$459K	6.12%	3
2025 Q3	$10.1M	Buy	267,584 +13,117	+5%	+$480K	5.93%	4
2025 Q2	$8.98M	Buy	254,467 +2,809	+1%	+$92.1K	6.06%	4
2025 Q1	$8.12M	Buy	251,658 +4,491	+2%	+$151K	6.41%	3
2024 Q4	$8.22M	Buy	247,167 +26,845	+12%	+$905K	6.66%	3
2024 Q3	$7.33M	Buy	220,322 +6,883	+3%	+$220K	5.67%	4
2024 Q2	$6.7M	Buy	213,439 +8,788	+4%	+$266K	5.54%	4
2024 Q1	$6.19M	Buy	204,651 +11,193	+6%	+$323K	5.34%	4
2023 Q4	$5.35M	Buy	193,458 +180,703	+1,417%	+$4.68M	4.88%	4
2023 Q3	$316K	Buy	+12,755	New	+$327K	0.31%	59

Other funds holding TCAF

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

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

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

4J Wealth Management's TCAF Position: Q2 2026 in Review

4J Wealth Management reduced its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 24% in Q2 2026, selling an estimated $2.56M and leaving 205,529 shares worth $8.45M. The position accounts for 4.14% of the portfolio, ranked #5.

4J Wealth Management first reported a position in TCAF in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q4 2025. 162 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

4J Wealth Management held 205,529 shares of T. Rowe Price Capital Appreciation Equity ETF worth $8.45M as of Q2 2026.
4J Wealth Management sold 64,768 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $2.56M.
T. Rowe Price Capital Appreciation Equity ETF made up 4.14% of 4J Wealth Management's portfolio in Q2 2026, its #5 holding.
4J Wealth Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2023 and has held it in 12 quarters since.
4J Wealth Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $10.7M in Q4 2025.
162 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.