MGIA
TCV

Moneta Group Investment Advisors’s Towle Value ETF TCV Stock Holding History

Moneta Group Investment Advisors’s Portfolio TCV Stock Details TCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$927K Sell
33,441
-7,076
-17% -$202K 0.01% 373
2025
Q4 		$1.05M Sell
40,517
-3,821
-9% -$99.7K 0.01% 350
2025
Q3 		$1.13M Buy
+44,338
New +$1.11M 0.01% 334

Other funds holding TCV

WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Moneta Group Investment Advisors's TCV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Towle Value ETF (TCV) stake by 17% in Q1 2026, selling an estimated $202K and leaving 33,441 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #373.

Moneta Group Investment Advisors first reported a position in TCV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q3 2025. 15 funds tracked by Wall St. Rank hold TCV as of Q1 2026.

  • Moneta Group Investment Advisors held 33,441 shares of Towle Value ETF worth $927K as of Q1 2026.
  • Moneta Group Investment Advisors sold 7,076 Towle Value ETF shares in Q1 2026, an estimated $202K.
  • Towle Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #373 holding.
  • Moneta Group Investment Advisors first reported a position in Towle Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Towle Value ETF position peaked at $1.13M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Towle Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.