SIC
TCAL

SJS Investment Consulting’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

SJS Investment Consulting’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 		$939 Hold
42
– – ﹤0.01% 2051
2026
Q1 		$928 Buy
42
+3
+8% +$70 ﹤0.01% 1507
2025
Q4 		$928 Buy
+39
New +$938 ﹤0.01% 1325

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
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

SJS Investment Consulting's TCAL Position: Q2 2026 in Review

SJS Investment Consulting held its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) position steady in Q2 2026 at 42 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

SJS Investment Consulting first reported a position in TCAL in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • SJS Investment Consulting held 42 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $939 as of Q2 2026.
  • SJS Investment Consulting left its T. Rowe Price Capital Appreciation Premium Income ETF share count unchanged in Q2 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2051 holding.
  • SJS Investment Consulting first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.