ARS Wealth Advisors Group’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

ARS Wealth Advisors Group’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 Q3	$20M	Buy	472,881 +24,190	+5%	+$1.02M	1.45%	18
2026 Q2	$18.4M	Buy	448,691 +30,132	+7%	+$1.19M	1.44%	19
2026 Q1	$14.9M	Buy	418,559 +35,233	+9%	+$1.32M	1.26%	24
2025 Q4	$14.7M	Buy	383,326 +31,560	+9%	+$1.21M	1.32%	24
2025 Q3	$13.3M	Buy	351,766 +31,877	+10%	+$1.17M	1.31%	23
2025 Q2	$11.3M	Buy	319,889 +50,943	+19%	+$1.67M	1.3%	26
2025 Q1	$8.68M	Buy	268,946 +148,567	+123%	+$4.98M	1.23%	27
2024 Q4	$4.01M	Buy	+120,379	New	+$4.06M	0.55%	36

Other funds holding TCAF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

ARS Wealth Advisors Group's TCAF Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 5.4% in Q3 2026, buying an estimated $1.02M and bringing the position to 472,881 shares worth $20M. The position accounts for 1.45% of the portfolio, ranked #18.

ARS Wealth Advisors Group first reported a position in TCAF in Q4 2024 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold TCAF as of Q3 2026.

ARS Wealth Advisors Group held 472,881 shares of T. Rowe Price Capital Appreciation Equity ETF worth $20M as of Q3 2026.
ARS Wealth Advisors Group bought 24,190 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2026, an estimated $1.02M.
T. Rowe Price Capital Appreciation Equity ETF made up 1.45% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #18 holding.
ARS Wealth Advisors Group first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2024 and has held it in 8 quarters since.
61 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.