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
Q2 		$901K Sell
28,127
-5,314
-16% -$163K 0.01% 418
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
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Moneta Group Investment Advisors's TCV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Towle Value ETF (TCV) stake by 16% in Q2 2026, selling an estimated $163K and leaving 28,127 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #418.

Moneta Group Investment Advisors first reported a position in TCV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 17 funds tracked by Wall St. Rank hold TCV as of Q2 2026.

  • Moneta Group Investment Advisors held 28,127 shares of Towle Value ETF worth $901K as of Q2 2026.
  • Moneta Group Investment Advisors sold 5,314 Towle Value ETF shares in Q2 2026, an estimated $163K.
  • Towle Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #418 holding.
  • Moneta Group Investment Advisors first reported a position in Towle Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Towle Value ETF position peaked at $1.13M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Towle Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.