POM Investment Strategies’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

POM Investment Strategies’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
2025 Q1	–	Sell	-679	Closed	-$22.6K	–	356
2024 Q4	$22.6K	Buy	679 +15	+2%	+$506	0.02%	111
2024 Q3	$22.1K	Buy	664 +119	+22%	+$3.81K	0.02%	99
2024 Q2	$17.1K	Sell	545 -135	-20%	-$4.09K	0.01%	141
2024 Q1	$20.6K	Sell	680 -369	-35%	-$10.6K	0.02%	92
2023 Q4	$29K	Buy	+1,049	New	+$27.2K	0.03%	80

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

POM Investment Strategies's TCAF Position: Q1 2025 in Review

POM Investment Strategies sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q1 2025, closing a stake of 679 shares — an estimated $22.6K sold.

POM Investment Strategies first reported a position in TCAF in Q4 2023 and held it in 5 quarters. The position peaked at $29K in Q4 2023. 254 funds tracked by Wall St. Rank hold TCAF as of Q1 2025.

POM Investment Strategies reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q1 2025 after selling out during the quarter.
POM Investment Strategies sold 679 T. Rowe Price Capital Appreciation Equity ETF shares in Q1 2025, an estimated $22.6K.
POM Investment Strategies first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2023 and held it in 5 quarters.
POM Investment Strategies's T. Rowe Price Capital Appreciation Equity ETF position peaked at $29K in Q4 2023.
254 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.