GRP
TCAL

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

Global Retirement 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
2025
Q4 		$49.4K Buy
2,096
+63
+3% +$1.51K ﹤0.01% 2362
2025
Q3 		$49.6K Buy
+2,033
New +$50.1K ﹤0.01% 1896

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
NCM
NCM Capital Management Ramsey, New Jersey $279M AUM 26.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return

Global Retirement Partners's TCAL Position: Q4 2025 in Review

Global Retirement Partners increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 3.1% in Q4 2025, buying an estimated $1.51K and bringing the position to 2,096 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Global Retirement Partners first reported a position in TCAL in Q3 2025 and has held it in 2 quarters since. The position peaked at $49.6K in Q3 2025. 51 funds tracked by Wall St. Rank hold TCAL as of Q4 2025.

  • Global Retirement Partners held 2,096 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $49.4K as of Q4 2025.
  • Global Retirement Partners bought 63 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q4 2025, an estimated $1.51K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2362 holding.
  • Global Retirement Partners first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $49.6K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.