UBS Group
TCAL

UBS Group’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

UBS Group’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 		– Sell
-71
Closed -$1.59K – 11395
2026
Q1 		$1.59K Buy
+71
New +$1.67K ﹤0.01% 9491
2025
Q4 		– Sell
-27
Closed -$659 – 11504
2025
Q3 		$659 Buy
+27
New +$665 ﹤0.01% 9585

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

UBS Group's TCAL Position: Q2 2026 in Review

UBS Group sold out of T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q2 2026, closing a stake of 71 shares — an estimated $1.59K sold.

UBS Group first reported a position in TCAL in Q3 2025 and held it in 2 quarters. The position peaked at $1.59K in Q1 2026. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • UBS Group reported no remaining T. Rowe Price Capital Appreciation Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 71 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $1.59K.
  • UBS Group first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and held it in 2 quarters.
  • UBS Group's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $1.59K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.