SFG
TCAL

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

SageGuard Financial Group’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 		$3.48M Buy
156,760
+61,949
+65% +$1.39M 0.49% 66
2026
Q1 		$2.12M Buy
+94,811
New +$2.22M 0.33% 72

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SageGuard Financial Group's TCAL Position: Q2 2026 in Review

SageGuard Financial Group increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 65% in Q2 2026, buying an estimated $1.39M and bringing the position to 156,760 shares worth $3.48M. The position accounts for 0.49% of the portfolio, ranked #66.

SageGuard Financial Group first reported a position in TCAL in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • SageGuard Financial Group held 156,760 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $3.48M as of Q2 2026.
  • SageGuard Financial Group bought 61,949 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $1.39M.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.49% of SageGuard Financial Group's portfolio in Q2 2026, its #66 holding.
  • SageGuard Financial Group first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.