Kowal Investment Group, LLC TCHP — T ROWE PRICE ETF INC

Ownership history in Kowal Investment Group, LLC  ·  16 quarters on record

AI Ownership Summary

Kowal Investment Group, LLC reported T ROWE PRICE ETF INC (TCHP) in 16 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.56% in 2024 Q2. The latest visible filing shows TCHP at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TCHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kowal Investment Group, LLC's position in T ROWE PRICE ETF INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

TCHP was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TCHP stock page Kowal Investment Group, LLC fund profile Kowal Investment Group, LLC full holdings
How Kowal Investment Group, LLC held TCHP — position size vs. price
% of Fund (quarterly)    TCHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED — — — 72,651 -99 -0.1% 0.53% $2.9M 2024-11-14 (Est.) $42.06
2024 Q2 ADDED — — — 72,750 +2,949 +4.2% 0.56% $2.8M 2024-08-13 $37.57
2024 Q1 REDUCED — — — 69,801 -1,042 -1.5% 0.53% $2.5M 2024-04-18 $34.11
2023 Q4 ADDED — — — 70,843 +2,587 +3.8% 0.51% $2.2M 2024-01-22 $32.07
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TCHP

As of 2026 Q1 — sorted by position size

Trust Co of Kansas 3Y 21.84% Armstrong, Fleming & Moore, Inc 10.48% MARS JEWETT FINANCIAL GROUP, INC. 5.5% MJP ASSOCIATES INC /ADV 3Y 5.12% John & Kathleen Schreiber Foundation 3Y 5.05% Advisor OS, LLC 3Y 3.49% National Wealth Management Group, LLC 3Y 3.42% Harbor Group, Inc. 3Y 3.27% Hopwood Financial Services, Inc. 3.03% CROBAN 2.32%

FAQ About Kowal Investment Group, LLC and TCHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kowal Investment Group, LLC reported owning TCHP?

Kowal Investment Group, LLC reported TCHP across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported TCHP position in Kowal Investment Group, LLC's portfolio?

The largest reported portfolio weight for TCHP was 0.56% in 2024 Q2.

What is the latest reported TCHP position on this page?

The most recent filing on this page is 2024 Q3, when Kowal Investment Group, LLC reported 72,651 shares, equal to 0.53% of portfolio, with an estimated market value of $2.9M.

What does the chart on this TCHP ownership page compare?

The chart compares Kowal Investment Group, LLC's quarterly TCHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kowal Investment Group, LLC time their TCHP position?

Based on 13F filing dates vs. subsequent TCHP price moves, Kowal Investment Group, LLC correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on TCHP relative to SPY over the holding period was -2.9%.

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