SPIA
TCAL

Steward Partners Investment Advisory’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$132K Sell
5,895
-23,299
-80% -$547K ﹤0.01% 2222
2025
Q4 		$688K Buy
29,194
+5,979
+26% +$144K ﹤0.01% 1252
2025
Q3 		$566K Buy
23,215
+11,550
+99% +$284K ﹤0.01% 1305
2025
Q2 		$288K Buy
+11,665
New +$288K ﹤0.01% 1572

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Steward Partners Investment Advisory's TCAL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 80% in Q1 2026, selling an estimated $547K and leaving 5,895 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Steward Partners Investment Advisory first reported a position in TCAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $688K in Q4 2025. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • Steward Partners Investment Advisory held 5,895 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $132K as of Q1 2026.
  • Steward Partners Investment Advisory sold 23,299 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $547K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2222 holding.
  • Steward Partners Investment Advisory first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $688K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.