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Kinetic Wealth Investment Advisors LLC’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$302K Buy
+7,360
New +$291K 0.14% 48

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Raymond James Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Kinetic Wealth Investment Advisors LLC's TCAF Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2026: 7,360 shares worth $302K. The stake represents 0.14% of the portfolio and ranks #48 among its holdings.

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

  • Kinetic Wealth Investment Advisors LLC held 7,360 shares of T. Rowe Price Capital Appreciation Equity ETF worth $302K as of Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • T. Rowe Price Capital Appreciation Equity ETF made up 0.14% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #48 holding.
  • 358 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.