IFP Advisors
TCAL icon

IFP Advisors’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

IFP Advisors’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
Q3 		$249K Sell
11,390
-3,610
-24% -$82K ﹤0.01% 1409
2026
Q2 		$333K Buy
15,000
+925
+7% +$20.7K 0.01% 1237
2026
Q1 		$315K Buy
14,075
+4,750
+51% +$111K 0.01% 1161
2025
Q4 		$220K Buy
9,325
+8,425
+936% +$203K ﹤0.01% 1328
2025
Q3 		$22K Buy
+900
New +$22.2K ﹤0.01% 2529

Other funds holding TCAL

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
ESB
Essex Savings Bank Essex, Connecticut $503M AUM 29.8% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

IFP Advisors's TCAL Position: Q3 2026 in Review

IFP Advisors reduced its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 24% in Q3 2026, selling an estimated $82K and leaving 11,390 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

IFP Advisors first reported a position in TCAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $333K in Q2 2026. 9 funds tracked by Wall St. Rank hold TCAL as of Q3 2026.

  • IFP Advisors held 11,390 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $249K as of Q3 2026.
  • IFP Advisors sold 3,610 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q3 2026, an estimated $82K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1409 holding.
  • IFP Advisors first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $333K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.