SFWA
TCAL

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
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

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Summit Financial Wealth Advisors's TCAL Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 66% in Q2 2026, buying an estimated $425K and bringing the position to 47,785 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #76.

Summit Financial Wealth Advisors first reported a position in TCAL in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Summit Financial Wealth Advisors held 47,785 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $1.06M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 19,011 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $425K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.14% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #76 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 3 quarters since.
  • 4 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.