Superior Planning, LLC’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Superior Planning, LLC’s Portfolio TCAL Stock Details TCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.3K	Buy	+1,340	New	+$30.5K	0.01%	546

Other funds holding TCAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $722M AUM 16.42% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Carson Advisory Athens, Georgia $208M AUM 11.02% 1-Year Est. Return

Superior Planning, LLC's TCAL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q3 2026: 1,340 shares worth $29.3K. The stake represents 0.01% of the portfolio and ranks #546 among its holdings.

48 funds tracked by Wall St. Rank hold TCAL as of Q3 2026.

Superior Planning, LLC held 1,340 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $29.3K as of Q3 2026.
T. Rowe Price Capital Appreciation Premium Income ETF was a new Superior Planning, LLC position in Q3 2026.
T. Rowe Price Capital Appreciation Premium Income ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #546 holding.
48 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.