IWC
TCAL

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

Integrated Wealth Concepts’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 		$450K Buy
20,142
+6,936
+53% +$163K ﹤0.01% 1601
2025
Q4 		$311K Buy
+13,206
New +$318K ﹤0.01% 1299

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

Integrated Wealth Concepts's TCAL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 53% in Q1 2026, buying an estimated $163K and bringing the position to 20,142 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Integrated Wealth Concepts 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.

  • Integrated Wealth Concepts held 20,142 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $450K as of Q1 2026.
  • Integrated Wealth Concepts bought 6,936 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $163K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1601 holding.
  • Integrated Wealth Concepts 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.