HBW
TCAL

Hazlett, Burt & Watson’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Hazlett, Burt & Watson’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 		$24K Buy
1,063
+30
+3% +$704 0.01% 561
2025
Q4 		$24K Buy
+1,033
New +$24.8K 0.01% 576

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Hazlett, Burt & Watson's TCAL Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 2.9% in Q1 2026, buying an estimated $704 and bringing the position to 1,063 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #561.

Hazlett, Burt & Watson first reported a position in TCAL in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • Hazlett, Burt & Watson held 1,063 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $24K as of Q1 2026.
  • Hazlett, Burt & Watson bought 30 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $704.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #561 holding.
  • Hazlett, Burt & Watson first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.