TCAL — T ROWE PRICE ETF INC

Ownership history in Carson Advisory Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in T ROWE PRICE ETF INC (TCAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.97% (2025 Q4)
Avg. % of fund
0.97%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 78,930 — — 0.97% $1.9M $23.14
% of Fund (quarterly)    TCAL price (monthly, adj. close)

Other funds also holding TCAL

As of 2025 Q4 — sorted by position size

CMC Financial Group 3Y 7Y 15.81% Harborfront Financial Group LLC 3.36% Waterfront Wealth Inc. 3Y 1.38% 4J Wealth Management LLC 3Y 1.18% NCM Capital Management, LLC 3Y 0.88% Southland Equity Partners LLC 0.57% YARGER WEALTH STRATEGIES, LLC 3Y 0.54% Essex Financial Services, Inc. 3Y 7Y 0.16% Founders Financial Alliance, LLC 3Y 0.16% Annis Gardner Whiting Capital Advisors, LLC 0.12%
← Back to Carson Advisory Inc. Holdings