HWM
TCAL

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

HB Wealth Management’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
-9,220
Closed -$206K – 1797
2026
Q1 		$206K Buy
+9,220
New +$216K ﹤0.01% 1423

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

HB Wealth Management's TCAL Position: Q2 2026 in Review

HB Wealth Management sold out of T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q2 2026, closing a stake of 9,220 shares — an estimated $206K sold.

HB Wealth Management first reported a position in TCAL in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • HB Wealth Management reported no remaining T. Rowe Price Capital Appreciation Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 9,220 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $206K.
  • HB Wealth Management first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q1 2026 and held it in 1 quarter.
  • HB Wealth Management's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $206K 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.