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

IFP 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	$8.33M	Buy	202,679 +8,844	+5%	+$350K	0.15%	146
2026 Q1	$6.9M	Buy	193,835 +129,190	+200%	+$4.84M	0.14%	161
2025 Q4	$2.47M	Buy	64,645 +38,618	+148%	+$1.48M	0.06%	362
2025 Q3	$981K	Buy	26,027 +731	+3%	+$26.7K	0.03%	609
2025 Q2	$892K	Buy	25,296 +2,606	+11%	+$85.5K	0.03%	618
2025 Q1	$732K	Buy	22,690 +22,190	+4,438%	+$744K	0.02%	635
2024 Q4	$16.6K	Hold	500	–	–	﹤0.01%	2328
2024 Q3	$16.6K	Hold	500	–	–	﹤0.01%	2219
2024 Q2	$15.7K	Sell	500 -2,500	-83%	-$75.8K	﹤0.01%	2173
2024 Q1	$90.7K	Buy	3,000 +2,000	+200%	+$57.7K	﹤0.01%	1336
2023 Q4	$27.6K	Buy	+1,000	New	+$25.9K	﹤0.01%	1787

Other funds holding TCAF

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

IFP Advisors's TCAF Position: Q2 2026 in Review

IFP Advisors increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 4.6% in Q2 2026, buying an estimated $350K and bringing the position to 202,679 shares worth $8.33M. The position accounts for 0.15% of the portfolio, ranked #146.

IFP Advisors first reported a position in TCAF in Q4 2023 and has held it in 11 quarters since. 357 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

IFP Advisors held 202,679 shares of T. Rowe Price Capital Appreciation Equity ETF worth $8.33M as of Q2 2026.
IFP Advisors bought 8,844 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $350K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.15% of IFP Advisors's portfolio in Q2 2026, its #146 holding.
IFP Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2023 and has held it in 11 quarters since.
357 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.