PWM
TCAL

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

Pinnacle Wealth Management’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 		– Sell
-119,225
Closed -$2.94M – 47
2025
Q2 		$2.94M Buy
+119,225
New +$2.94M 2.46% 10

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
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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

Pinnacle Wealth Management's TCAL Position: Q3 2025 in Review

Pinnacle Wealth Management sold out of T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q3 2025, closing a stake of 119,225 shares — an estimated $2.94M sold.

Pinnacle Wealth Management first reported a position in TCAL in Q2 2025 and held it in 1 quarter. The position peaked at $2.94M in Q2 2025. 35 funds tracked by Wall St. Rank hold TCAL as of Q3 2025.

  • Pinnacle Wealth Management reported no remaining T. Rowe Price Capital Appreciation Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 119,225 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q3 2025, an estimated $2.94M.
  • Pinnacle Wealth Management first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q2 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $2.94M in Q2 2025.
  • 35 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2025.

Based on Pinnacle Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.