Avantax Advisory Services’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
44,651
+16,093
+56% +$528K 0.01% 916
2025
Q1
$922K Buy
28,558
+15,539
+119% +$521K 0.01% 1139
2024
Q4
$433K Buy
13,019
+4,065
+45% +$137K ﹤0.01% 1541
2024
Q3
$298K Buy
+8,954
New +$287K ﹤0.01% 1756

Other funds holding TCAF

Avantax Advisory Services's TCAF Position: Q2 2025 in Review

Avantax Advisory Services increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 56% in Q2 2025, buying an estimated $528K and bringing the position to 44,651 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #916.

Avantax Advisory Services first reported a position in TCAF in Q3 2024 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold TCAF as of Q2 2025.

  • Avantax Advisory Services held 44,651 shares of T. Rowe Price Capital Appreciation Equity ETF worth $1.58M as of Q2 2025.
  • Avantax Advisory Services bought 16,093 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2025, an estimated $528K.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #916 holding.
  • Avantax Advisory Services first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.