SFG
TCAL icon

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
Q3 		$4.17M Buy
190,935
+34,175
+22% +$777K 0.58% 66
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 $468B AUM 17.69% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Carson Advisory
Carson Advisory Athens, Georgia $208M AUM 11.02% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

SageGuard Financial Group's TCAL Position: Q3 2026 in Review

SageGuard Financial Group increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 22% in Q3 2026, buying an estimated $777K and bringing the position to 190,935 shares worth $4.17M. The position accounts for 0.58% of the portfolio, ranked #66.

SageGuard Financial Group first reported a position in TCAL in Q1 2026 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold TCAL as of Q3 2026.

  • SageGuard Financial Group held 190,935 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $4.17M as of Q3 2026.
  • SageGuard Financial Group bought 34,175 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q3 2026, an estimated $777K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.58% of SageGuard Financial Group's portfolio in Q3 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 3 quarters since.
  • 48 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2026.

Based on SageGuard Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.