WWM
TCAL

Western Wealth Management’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Western Wealth Management’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 		$1.16M Buy
52,217
+248
+0.5% +$5.55K 0.04% 438
2026
Q1 		$1.16M Buy
51,969
+7,902
+18% +$185K 0.04% 397
2025
Q4 		$1.04M Buy
44,067
+24,182
+122% +$582K 0.05% 340
2025
Q3 		$485K Buy
+19,885
New +$490K 0.03% 449

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

Western Wealth Management's TCAL Position: Q2 2026 in Review

Western Wealth Management increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 0.48% in Q2 2026, buying an estimated $5.55K and bringing the position to 52,217 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #438.

Western Wealth Management first reported a position in TCAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q1 2026. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Western Wealth Management held 52,217 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $1.16M as of Q2 2026.
  • Western Wealth Management bought 248 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $5.55K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Western Wealth Management first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Western Wealth Management's T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $1.16M 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.