Summit Financial Wealth Advisors’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Summit Financial Wealth Advisors’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 Q3	$1.05M	Buy	48,247 +462	+1%	+$10.5K	0.13%	80
2026 Q2	$1.06M	Buy	47,785 +19,011	+66%	+$425K	0.14%	76
2026 Q1	$643K	Buy	28,774 +11,834	+70%	+$278K	0.09%	98
2025 Q4	$399K	Buy	+16,940	New	+$407K	0.06%	128

Other funds holding TCAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Carson Advisory Athens, Georgia $208M AUM 11.02% 1-Year Est. Return

Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return

Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

Summit Financial Wealth Advisors's TCAL Position: Q3 2026 in Review

Summit Financial Wealth Advisors increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 0.97% in Q3 2026, buying an estimated $10.5K and bringing the position to 48,247 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #80.

Summit Financial Wealth Advisors first reported a position in TCAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2026. 35 funds tracked by Wall St. Rank hold TCAL as of Q3 2026.

Summit Financial Wealth Advisors held 48,247 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $1.05M as of Q3 2026.
Summit Financial Wealth Advisors bought 462 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q3 2026, an estimated $10.5K.
T. Rowe Price Capital Appreciation Premium Income ETF made up 0.13% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #80 holding.
Summit Financial Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
Summit Financial Wealth Advisors's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $1.06M in Q2 2026.
35 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.