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
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 $377B AUM 19.32% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Western Wealth Management's TCAL Position: Q1 2026 in Review

Western Wealth Management increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 18% in Q1 2026, buying an estimated $185K and bringing the position to 51,969 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #397.

Western Wealth Management first reported a position in TCAL in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • Western Wealth Management held 51,969 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $1.16M as of Q1 2026.
  • Western Wealth Management bought 7,902 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q1 2026, an estimated $185K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #397 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 3 quarters since.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.