Founders Financial Alliance’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Founders Financial Alliance’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	$1.86M	Buy	85,225 +4,900	+6%	+$111K	0.26%	93
2026 Q2	$1.78M	Buy	80,325 +6,595	+9%	+$148K	0.24%	92
2026 Q1	$1.65M	Buy	73,730 +37,380	+103%	+$877K	0.3%	80
2025 Q4	$857K	Buy	36,350 +20,435	+128%	+$492K	0.16%	122
2025 Q3	$388K	Buy	+15,915	New	+$392K	0.07%	246

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Essex Financial Services Essex, Connecticut $2.08B AUM 22.64% 1-Year Est. Return

SEP

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

Founders Financial Alliance's TCAL Position: Q3 2026 in Review

Founders Financial Alliance increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 6.1% in Q3 2026, buying an estimated $111K and bringing the position to 85,225 shares worth $1.86M. The position accounts for 0.26% of the portfolio, ranked #93.

Founders Financial Alliance first reported a position in TCAL in Q3 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold TCAL as of Q3 2026.

Founders Financial Alliance held 85,225 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $1.86M as of Q3 2026.
Founders Financial Alliance bought 4,900 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q3 2026, an estimated $111K.
T. Rowe Price Capital Appreciation Premium Income ETF made up 0.26% of Founders Financial Alliance's portfolio in Q3 2026, its #93 holding.
Founders Financial Alliance first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.