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

Bright Futures 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
2024 Q4	–	Sell	-10,814	Closed	-$361K	–	221
2024 Q3	$361K	Buy	10,814 +148	+1%	+$4.74K	0.17%	144
2024 Q2	$335K	Hold	10,666	–	–	0.18%	143
2024 Q1	$336K	Buy	+10,666	New	+$308K	0.18%	139

Other funds holding TCAF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Bright Futures Wealth Management's TCAF Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q4 2024, closing a stake of 10,814 shares — an estimated $361K sold.

Bright Futures Wealth Management first reported a position in TCAF in Q1 2024 and held it in 3 quarters. The position peaked at $361K in Q3 2024. 248 funds tracked by Wall St. Rank hold TCAF as of Q4 2024.

Bright Futures Wealth Management reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 10,814 T. Rowe Price Capital Appreciation Equity ETF shares in Q4 2024, an estimated $361K.
Bright Futures Wealth Management first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's T. Rowe Price Capital Appreciation Equity ETF position peaked at $361K in Q3 2024.
248 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.