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

Latitude 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	$43.7K	Buy	+2,000	New	+$45.5K	0.01%	540

Other funds holding TCAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Carson Advisory Athens, Georgia $208M AUM 11.02% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Scheeler Financial West Chester, Ohio $132M AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Latitude Advisors's TCAL Position: Q3 2026 in Review

Latitude Advisors opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q3 2026: 2,000 shares worth $43.7K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings.

28 funds tracked by Wall St. Rank hold TCAL as of Q3 2026.

Latitude Advisors held 2,000 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $43.7K as of Q3 2026.
T. Rowe Price Capital Appreciation Premium Income ETF was a new Latitude Advisors position in Q3 2026.
T. Rowe Price Capital Appreciation Premium Income ETF made up 0.01% of Latitude Advisors's portfolio in Q3 2026, its #540 holding.
28 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.