Commonwealth Equity Services
TCAL

Commonwealth Equity Services’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Commonwealth Equity Services’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 		$4.68M Buy
209,566
+178,247
+569% +$4.18M 0.01% 1378
2025
Q4 		$738K Buy
31,319
+16,746
+115% +$403K ﹤0.01% 2835
2025
Q3 		$355K Buy
+14,573
New +$359K ﹤0.01% 3494

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services's TCAL Position: Q1 2026 in Review

Commonwealth Equity Services increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 569% in Q1 2026, buying an estimated $4.18M and bringing the position to 209,566 shares worth $4.68M. The position accounts for 0.01% of the portfolio, ranked #1378.

Commonwealth Equity Services first reported a position in TCAL in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • Commonwealth Equity Services held 209,566 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $4.68M as of Q1 2026.
  • Commonwealth Equity Services bought 178,247 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $4.18M.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1378 holding.
  • Commonwealth Equity Services first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.