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
Q1 		$206K Buy
+9,220
New +$216K ﹤0.01% 1423

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

HB Wealth Management's TCAL Position: Q1 2026 in Review

HB Wealth Management opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q1 2026: 9,220 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1423 among its holdings.

63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • HB Wealth Management held 9,220 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $206K as of Q1 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF was a new HB Wealth Management position in Q1 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1423 holding.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.