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

Scheeler Financial’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	$756K	Buy	+34,611	New	+$787K	0.57%	27

Other funds holding TCAL

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essex Savings Bank Essex, Connecticut $503M AUM 29.8% 1-Year Est. Return

Scheeler Financial's TCAL Position: Q3 2026 in Review

Scheeler Financial opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q3 2026: 34,611 shares worth $756K. The stake represents 0.57% of the portfolio and ranks #27 among its holdings.

15 funds tracked by Wall St. Rank hold TCAL as of Q3 2026.

Scheeler Financial held 34,611 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $756K as of Q3 2026.
T. Rowe Price Capital Appreciation Premium Income ETF was a new Scheeler Financial position in Q3 2026.
T. Rowe Price Capital Appreciation Premium Income ETF made up 0.57% of Scheeler Financial's portfolio in Q3 2026, its #27 holding.
15 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.