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
Q2 		$142K Buy
6,410
+515
+9% +$11.5K ﹤0.01% 2414
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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Steward Partners Investment Advisory's TCAL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 8.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 6,410 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Steward Partners Investment Advisory first reported a position in TCAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $688K in Q4 2025. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Steward Partners Investment Advisory held 6,410 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $142K as of Q2 2026.
  • Steward Partners Investment Advisory bought 515 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $11.5K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2414 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 5 quarters since.
  • Steward Partners Investment Advisory's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $688K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.