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

Lowe 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
2025 Q3	$1.02M	Buy	26,988 +1,214	+5%	+$44.4K	0.37%	31
2025 Q2	$909K	Buy	25,774 +7,402	+40%	+$243K	0.36%	29
2025 Q1	$593K	Buy	18,372 +1,799	+11%	+$60.3K	0.25%	34
2024 Q4	$551K	Buy	16,573 +628	+4%	+$21.2K	0.24%	31
2024 Q3	$530K	Buy	15,945 +3,415	+27%	+$109K	0.23%	33
2024 Q2	$394K	Buy	12,530 +5,287	+73%	+$160K	0.18%	33
2024 Q1	$219K	Buy	+7,243	New	+$209K	0.1%	46

Other funds holding TCAF

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lowe Wealth Advisors's TCAF Position: Q3 2025 in Review

Lowe Wealth Advisors increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 4.7% in Q3 2025, buying an estimated $44.4K and bringing the position to 26,988 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #31.

Lowe Wealth Advisors first reported a position in TCAF in Q1 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold TCAF as of Q3 2025.

Lowe Wealth Advisors held 26,988 shares of T. Rowe Price Capital Appreciation Equity ETF worth $1.02M as of Q3 2025.
Lowe Wealth Advisors bought 1,214 T. Rowe Price Capital Appreciation Equity ETF shares in Q3 2025, an estimated $44.4K.
T. Rowe Price Capital Appreciation Equity ETF made up 0.37% of Lowe Wealth Advisors's portfolio in Q3 2025, its #31 holding.
Lowe Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q1 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.