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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$82.2K Buy
+2,000
New +$79K 0.02% 269

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MFIM
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PAG
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SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
CCA
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TCAF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2026: 2,000 shares worth $82.2K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings.

229 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,000 shares of T. Rowe Price Capital Appreciation Equity ETF worth $82.2K as of Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #269 holding.
  • 229 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.