BWL
TCAL

Bogart Wealth LLC’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Bogart Wealth 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
Q2 		$18.6K Buy
836
+15
+2% +$336 ﹤0.01% 821
2026
Q1 		$18.3K Hold
821
– – ﹤0.01% 749
2025
Q4 		$19.4K Hold
821
– – ﹤0.01% 696
2025
Q3 		$20K Buy
821
+208
+34% +$5.12K ﹤0.01% 662
2025
Q2 		$15.1K Buy
+613
New +$15.1K ﹤0.01% 694

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Bogart Wealth LLC's TCAL Position: Q2 2026 in Review

Bogart Wealth LLC increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 1.8% in Q2 2026, buying an estimated $336 and bringing the position to 836 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Bogart Wealth LLC first reported a position in TCAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $20K in Q3 2025. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Bogart Wealth LLC held 836 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $18.6K as of Q2 2026.
  • Bogart Wealth LLC bought 15 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $336.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #821 holding.
  • Bogart Wealth LLC first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Bogart Wealth LLC's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $20K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.