Jones Financial Companies
TCAL

Jones Financial Companies’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Jones Financial Companies’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 		$3.41M Buy
155,165
+151,906
+4,661% +$3.56M ﹤0.01% 1225
2025
Q4 		$76.8K Buy
+3,259
New +$78.4K ﹤0.01% 2323

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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's TCAL Position: Q1 2026 in Review

Jones Financial Companies increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 4,661% in Q1 2026, buying an estimated $3.56M and bringing the position to 155,165 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Jones Financial Companies 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.

  • Jones Financial Companies held 155,165 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $3.41M as of Q1 2026.
  • Jones Financial Companies bought 151,906 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $3.56M.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1225 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.