LPL Financial
TCAL

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

LPL Financial’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 		$35.2M Buy
1,574,555
+556,509
+55% +$13.1M 0.01% 1088
2025
Q4 		$24M Buy
1,018,046
+560,852
+123% +$13.5M 0.01% 1289
2025
Q3 		$11.2M Buy
+457,194
New +$11.3M ﹤0.01% 1767

Other funds holding TCAL

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial's TCAL Position: Q1 2026 in Review

LPL Financial increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 55% in Q1 2026, buying an estimated $13.1M and bringing the position to 1,574,555 shares worth $35.2M. The position accounts for 0.01% of the portfolio, ranked #1088.

LPL Financial first reported a position in TCAL in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • LPL Financial held 1,574,555 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $35.2M as of Q1 2026.
  • LPL Financial bought 556,509 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $13.1M.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1088 holding.
  • LPL Financial first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.