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Mountain Capital Investment Advisors’s Towle Small-Cap Value ETF TCV Stock Holding History

Mountain Capital 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 		$235K Hold
7,317
– – 0.03% 76
2026
Q1 		$225K Buy
+7,317
New +$209K 0.03% 75

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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

Mountain Capital Investment Advisors's TCV Position: Q2 2026 in Review

Mountain Capital Investment Advisors held its Towle Small-Cap Value ETF (TCV) position steady in Q2 2026 at 7,317 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #76.

Mountain Capital Investment Advisors first reported a position in TCV in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold TCV as of Q2 2026.

  • Mountain Capital Investment Advisors held 7,317 shares of Towle Small-Cap Value ETF worth $235K as of Q2 2026.
  • Mountain Capital Investment Advisors left its Towle Small-Cap Value ETF share count unchanged in Q2 2026.
  • Towle Small-Cap Value ETF made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Mountain Capital Investment Advisors first reported a position in Towle Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Towle Small-Cap Value ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.