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Advisor Resource Council’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-19,479
Closed -$629K – 544
2025
Q1 		$629K Buy
+19,479
New +$653K 0.05% 325

Other funds holding TCAF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Resource Council's TCAF Position: Q2 2025 in Review

Advisor Resource Council sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2025, closing a stake of 19,479 shares — an estimated $629K sold.

Advisor Resource Council first reported a position in TCAF in Q1 2025 and held it in 1 quarter. The position peaked at $629K in Q1 2025. 277 funds tracked by Wall St. Rank hold TCAF as of Q2 2025.

  • Advisor Resource Council reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 19,479 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2025, an estimated $629K.
  • Advisor Resource Council first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's T. Rowe Price Capital Appreciation Equity ETF position peaked at $629K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.