Arete Wealth Advisors’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Arete Wealth Advisors’s Portfolio TCHP Stock Details TCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.55M	Buy	+57,906	New	+$2.74M	0.19%	138
2023 Q3	–	Sell	-57,862	Closed	-$1.61M	–	694
2023 Q2	$1.61M	Sell	57,862 -231,452	-80%	-$5.91M	0.14%	151
2023 Q1	$6.94M	Buy	+289,314	New	+$6.48M	0.56%	35
2022 Q4	–	Sell	-292,908	Closed	-$6.15M	–	704
2022 Q3	$6.15M	Buy	292,908 +2,226	+0.8%	+$52.7K	0.6%	32
2022 Q2	$6.39M	Buy	290,682 +35,965	+14%	+$882K	0.65%	38
2022 Q1	$7.48M	Sell	254,717 -241,292	-49%	-$6.96M	0.63%	39
2021 Q4	$16.5M	Buy	+496,009	New	+$16.5M	1.41%	15
2021 Q3	–	Sell	-505,197	Closed	-$16M	–	444
2021 Q2	$16M	Buy	+505,197	New	+$15.2M	2.24%	4

Other funds holding TCHP

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Arete Wealth Advisors's TCHP Position: Q1 2026 in Review

Arete Wealth Advisors opened a new position in T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2026: 57,906 shares worth $2.55M. The stake represents 0.19% of the portfolio and ranks #138 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in TCHP as recently as Q2 2023.

Arete Wealth Advisors first reported a position in TCHP in Q2 2021 and has held it in 8 quarters since. The position peaked at $16.5M in Q4 2021. 176 funds tracked by Wall St. Rank hold TCHP as of Q1 2026.

Arete Wealth Advisors held 57,906 shares of T. Rowe Price Blue Chip Growth ETF worth $2.55M as of Q1 2026.
T. Rowe Price Blue Chip Growth ETF was a new Arete Wealth Advisors position in Q1 2026.
T. Rowe Price Blue Chip Growth ETF made up 0.19% of Arete Wealth Advisors's portfolio in Q1 2026, its #138 holding.
Arete Wealth Advisors first reported a position in T. Rowe Price Blue Chip Growth ETF in Q2 2021 and has held it in 8 quarters since.
Arete Wealth Advisors's T. Rowe Price Blue Chip Growth ETF position peaked at $16.5M in Q4 2021.
176 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.