Southland Equity Partners’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Southland Equity Partners’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	$2.84M	Buy	128,083 +404	+0.3%	+$9.04K	0.5%	47
2026 Q1	$2.85M	Buy	127,679 +4,851	+4%	+$114K	0.56%	43
2025 Q4	$2.9M	Buy	122,828 +21,513	+21%	+$517K	0.57%	42
2025 Q3	$2.47M	Buy	+101,315	New	+$2.49M	0.5%	48

Other funds holding TCAL

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Southland Equity Partners's TCAL Position: Q2 2026 in Review

Southland Equity Partners increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 0.32% in Q2 2026, buying an estimated $9.04K and bringing the position to 128,083 shares worth $2.84M. The position accounts for 0.5% of the portfolio, ranked #47.

Southland Equity Partners first reported a position in TCAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q4 2025. 4 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

Southland Equity Partners held 128,083 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $2.84M as of Q2 2026.
Southland Equity Partners bought 404 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $9.04K.
T. Rowe Price Capital Appreciation Premium Income ETF made up 0.5% of Southland Equity Partners's portfolio in Q2 2026, its #47 holding.
Southland Equity Partners first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
Southland Equity Partners's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $2.9M in Q4 2025.
4 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.