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TCAL

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

NewEdge 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
Q1 		$98.7K Sell
4,414
-1,991
-31% -$46.7K ﹤0.01% 2759
2025
Q4 		$151K Buy
6,405
+1,095
+21% +$26.3K ﹤0.01% 2660
2025
Q3 		$130K Buy
+5,310
New +$131K ﹤0.01% 2514

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
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

NewEdge Advisors's TCAL Position: Q1 2026 in Review

NewEdge Advisors reduced its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 31% in Q1 2026, selling an estimated $46.7K and leaving 4,414 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

NewEdge Advisors first reported a position in TCAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $151K in Q4 2025. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • NewEdge Advisors held 4,414 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $98.7K as of Q1 2026.
  • NewEdge Advisors sold 1,991 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $46.7K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2759 holding.
  • NewEdge Advisors first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $151K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.