PS
TCAL

Principal Securities’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Principal Securities’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
Q2 		$5.1M Buy
229,827
+84,426
+58% +$1.89M 0.06% 282
2026
Q1 		$3.25M Buy
145,401
+121,206
+501% +$2.84M 0.05% 350
2025
Q4 		$570K Buy
+24,195
New +$582K 0.01% 897

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
NCM
NCM Capital Management Ramsey, New Jersey $324M AUM 36.2% 1-Year Est. Return

Principal Securities's TCAL Position: Q2 2026 in Review

Principal Securities increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 58% in Q2 2026, buying an estimated $1.89M and bringing the position to 229,827 shares worth $5.1M. The position accounts for 0.06% of the portfolio, ranked #282.

Principal Securities first reported a position in TCAL in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Principal Securities held 229,827 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $5.1M as of Q2 2026.
  • Principal Securities bought 84,426 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $1.89M.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #282 holding.
  • Principal Securities first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.