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
2026
Q2 		$224K Buy
+10,100
New +$226K ﹤0.01% 1522
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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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

Global Retirement Partners's TCAL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q2 2026: 10,100 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1522 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TCAL as recently as Q4 2025.

Global Retirement Partners first reported a position in TCAL in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Global Retirement Partners held 10,100 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $224K as of Q2 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF was a new Global Retirement Partners position in Q2 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1522 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 3 quarters since.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.