CIA
TCAL

Cape Investment Advisory’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-210
Closed -$4.95K – 1298
2025
Q4 		$4.95K Buy
+210
New +$5.05K ﹤0.01% 911

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Cape Investment Advisory's TCAL Position: Q1 2026 in Review

Cape Investment Advisory sold out of T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q1 2026, closing a stake of 210 shares — an estimated $4.95K sold.

Cape Investment Advisory first reported a position in TCAL in Q4 2025 and held it in 1 quarter. The position peaked at $4.95K in Q4 2025. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • Cape Investment Advisory reported no remaining T. Rowe Price Capital Appreciation Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 210 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $4.95K.
  • Cape Investment Advisory first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $4.95K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.