SWM
TCAL

SK Wealth Management’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

SK Wealth Management’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
2025
Q4 		– Sell
-33,635
Closed -$822K – 90
2025
Q3 		$822K Sell
33,635
-67,468
-67% -$1.66M 0.31% 46
2025
Q2 		$2.5M Buy
101,103
+6,981
+7% +$172K 1.08% 19
2025
Q1 		$2.28M Buy
+94,122
New +$2.37M 1.22% 17

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
NCM
NCM Capital Management Ramsey, New Jersey $279M AUM 26.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return

SK Wealth Management's TCAL Position: Q4 2025 in Review

SK Wealth Management sold out of T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q4 2025, closing a stake of 33,635 shares — an estimated $822K sold.

SK Wealth Management first reported a position in TCAL in Q1 2025 and held it in 3 quarters. The position peaked at $2.5M in Q2 2025. 51 funds tracked by Wall St. Rank hold TCAL as of Q4 2025.

  • SK Wealth Management reported no remaining T. Rowe Price Capital Appreciation Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • SK Wealth Management sold 33,635 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q4 2025, an estimated $822K.
  • SK Wealth Management first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q1 2025 and held it in 3 quarters.
  • SK Wealth Management's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $2.5M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q4 2025.

Based on SK Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.