KPWS
TCAL

Kestra Private Wealth Services’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Kestra Private Wealth Services’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 		$243K Buy
10,937
+570
+5% +$12.7K ﹤0.01% 1596
2026
Q1 		$232K Buy
+10,367
New +$243K ﹤0.01% 1571

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

Kestra Private Wealth Services's TCAL Position: Q2 2026 in Review

Kestra Private Wealth Services increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 5.5% in Q2 2026, buying an estimated $12.7K and bringing the position to 10,937 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Kestra Private Wealth Services first reported a position in TCAL in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Kestra Private Wealth Services held 10,937 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $243K as of Q2 2026.
  • Kestra Private Wealth Services bought 570 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $12.7K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1596 holding.
  • Kestra Private Wealth Services first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.