YWS
TCAL

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

Yarger Wealth Strategies’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 		$2.4M Buy
105,367
+14,482
+16% +$324K 0.86% 32
2026
Q1 		$2.03M Buy
90,885
+37,877
+71% +$889K 0.82% 32
2025
Q4 		$1.25M Buy
53,008
+5,794
+12% +$139K 0.54% 38
2025
Q3 		$1.15M Buy
47,214
+9,570
+25% +$236K 0.53% 39
2025
Q2 		$930K Buy
+37,644
New +$928K 0.49% 43

Other funds holding TCAL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Yarger Wealth Strategies's TCAL Position: Q2 2026 in Review

Yarger Wealth Strategies increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 16% in Q2 2026, buying an estimated $324K and bringing the position to 105,367 shares worth $2.4M. The position accounts for 0.86% of the portfolio, ranked #32.

Yarger Wealth Strategies first reported a position in TCAL in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Yarger Wealth Strategies held 105,367 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $2.4M as of Q2 2026.
  • Yarger Wealth Strategies bought 14,482 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $324K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.86% of Yarger Wealth Strategies's portfolio in Q2 2026, its #32 holding.
  • Yarger Wealth Strategies first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 4 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.