LWA
TCAL

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

Lowe Wealth 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
2025
Q3 		$1.39M Buy
56,823
+21,270
+60% +$524K 0.51% 21
2025
Q2 		$878K Buy
+35,553
New +$876K 0.34% 31

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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
NCM
NCM Capital Management Ramsey, New Jersey $279M AUM 26.47% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Lowe Wealth Advisors's TCAL Position: Q3 2025 in Review

Lowe Wealth Advisors increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 60% in Q3 2025, buying an estimated $524K and bringing the position to 56,823 shares worth $1.39M. The position accounts for 0.51% of the portfolio, ranked #21.

Lowe Wealth Advisors first reported a position in TCAL in Q2 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold TCAL as of Q3 2025.

  • Lowe Wealth Advisors held 56,823 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $1.39M as of Q3 2025.
  • Lowe Wealth Advisors bought 21,270 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q3 2025, an estimated $524K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.51% of Lowe Wealth Advisors's portfolio in Q3 2025, its #21 holding.
  • Lowe Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.