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 Q3	$948	Buy	43 +1	+2%	+$23	﹤0.01%	2518
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Scheeler Financial West Chester, Ohio $132M AUM

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

Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 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

SJS Investment Consulting's TCAL Position: Q3 2026 in Review

SJS Investment Consulting increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 2.4% in Q3 2026, buying an estimated $23 and bringing the position to 43 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

SJS Investment Consulting first reported a position in TCAL in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold TCAL as of Q3 2026.

SJS Investment Consulting held 43 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $948 as of Q3 2026.
SJS Investment Consulting bought 1 T. Rowe Price Capital Appreciation Premium Income ETF share in Q3 2026, an estimated $23.
T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #2518 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 4 quarters since.
20 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.