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

Carolina Wealth Advisors’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
Q2 		$1.27K Hold
31
– – ﹤0.01% 268
2026
Q1 		$1.1K Hold
31
– – ﹤0.01% 268
2025
Q4 		$1.19K Buy
+31
New +$1.19K ﹤0.01% 248

Other funds holding TCAF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Carolina Wealth Advisors's TCAF Position: Q2 2026 in Review

Carolina Wealth Advisors held its T. Rowe Price Capital Appreciation Equity ETF (TCAF) position steady in Q2 2026 at 31 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Carolina Wealth Advisors first reported a position in TCAF in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

  • Carolina Wealth Advisors held 31 shares of T. Rowe Price Capital Appreciation Equity ETF worth $1.27K as of Q2 2026.
  • Carolina Wealth Advisors left its T. Rowe Price Capital Appreciation Equity ETF share count unchanged in Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • Carolina Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.