PL
TCV

Plancorp LLC’s Towle Value ETF TCV Stock Holding History

Plancorp LLC’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 		$443K Sell
13,495
-2,270
-14% -$69.4K 0.01% 275
2026
Q1 		$450K Buy
+15,765
New +$450K 0.01% 244

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
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

Plancorp LLC's TCV Position: Q2 2026 in Review

Plancorp LLC reduced its Towle Value ETF (TCV) stake by 14% in Q2 2026, selling an estimated $69.4K and leaving 13,495 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #275.

Plancorp LLC first reported a position in TCV in Q1 2026 and has held it in 2 quarters since. The position peaked at $450K in Q1 2026. 17 funds tracked by Wall St. Rank hold TCV as of Q2 2026.

  • Plancorp LLC held 13,495 shares of Towle Value ETF worth $443K as of Q2 2026.
  • Plancorp LLC sold 2,270 Towle Value ETF shares in Q2 2026, an estimated $69.4K.
  • Towle Value ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #275 holding.
  • Plancorp LLC first reported a position in Towle Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Plancorp LLC's Towle Value ETF position peaked at $450K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Towle Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.