SFWC
TCAL

Strategic Family Wealth Counselors’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Strategic Family Wealth Counselors’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 		$295K Buy
+13,300
New +$297K 0.07% 144

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

Strategic Family Wealth Counselors's TCAL Position: Q2 2026 in Review

Strategic Family Wealth Counselors opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q2 2026: 13,300 shares worth $295K. The stake represents 0.07% of the portfolio and ranks #144 among its holdings.

70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Strategic Family Wealth Counselors held 13,300 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $295K as of Q2 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF was a new Strategic Family Wealth Counselors position in Q2 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.07% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #144 holding.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.