GWP
TCAL

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

Gateway Wealth Partners’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 		– Sell
-9,792
Closed -$219K – 966
2026
Q1 		$219K Buy
+9,792
New +$230K 0.01% 875

Other funds holding TCAL

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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

Gateway Wealth Partners's TCAL Position: Q2 2026 in Review

Gateway Wealth Partners sold out of T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q2 2026, closing a stake of 9,792 shares — an estimated $219K sold.

Gateway Wealth Partners first reported a position in TCAL in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Gateway Wealth Partners reported no remaining T. Rowe Price Capital Appreciation Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 9,792 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $219K.
  • Gateway Wealth Partners first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $219K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.