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

Pension & Wealth Management 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	$82.2K	Buy	+2,000	New	+$79K	0.02%	269

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

Pension & Wealth Management Advisors's TCAF Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2026: 2,000 shares worth $82.2K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings.

343 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Pension & Wealth Management Advisors held 2,000 shares of T. Rowe Price Capital Appreciation Equity ETF worth $82.2K as of Q2 2026.
T. Rowe Price Capital Appreciation Equity ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
T. Rowe Price Capital Appreciation Equity ETF made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #269 holding.
343 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.