48,247 Shares in T. Rowe Price Capital Appreciation Premium Income ETF $TCAL Bought by Summit Financial Wealth Advisors LLC

Posted by Stanley Muller on Oct 15th, 2026

Summit Financial Wealth Advisors LLC acquired a new stake in T. Rowe Price Capital Appreciation Premium Income ETF (NYSEARCA:TCAL – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 48,247 shares of the company’s stock, valued at approximately $1,054,000. Summit Financial Wealth Advisors LLC owned 0.35% of T. Rowe Price Capital Appreciation Premium Income ETF at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of TCAL. IFP Advisors Inc grew its stake in shares of T. Rowe Price Capital Appreciation Premium Income ETF by 6.6% during the second quarter. IFP Advisors Inc now owns 15,000 shares of the company’s stock worth $333,000 after purchasing an additional 925 shares during the period. Wills Financial Group LLC lifted its stake in T. Rowe Price Capital Appreciation Premium Income ETF by 5.5% in the first quarter. Wills Financial Group LLC now owns 22,798 shares of the company’s stock valued at $503,000 after buying an additional 1,183 shares during the period. Prospera Financial Services Inc lifted its stake in T. Rowe Price Capital Appreciation Premium Income ETF by 5.2% in the second quarter. Prospera Financial Services Inc now owns 23,790 shares of the company’s stock valued at $528,000 after buying an additional 1,185 shares during the period. Western Wealth Management LLC boosted its holdings in T. Rowe Price Capital Appreciation Premium Income ETF by 17.9% during the first quarter. Western Wealth Management LLC now owns 51,969 shares of the company’s stock worth $1,161,000 after buying an additional 7,902 shares during the last quarter. Finally, HB Wealth Management LLC bought a new position in T. Rowe Price Capital Appreciation Premium Income ETF during the first quarter worth about $206,000.

T. Rowe Price Capital Appreciation Premium Income ETF Price Performance

Shares of T. Rowe Price Capital Appreciation Premium Income ETF stock traded up $0.14 during trading on Thursday, hitting $22.77. 30,687 shares of the company were exchanged, compared to its average volume of 108,069. The firm has a market capitalization of $314.23 million, a P/E ratio of 25.37 and a beta of 0.24. T. Rowe Price Capital Appreciation Premium Income ETF has a 1-year low of $21.73 and a 1-year high of $25.08. The firm’s fifty day moving average price is $22.64 and its 200 day moving average price is $22.52.

T. Rowe Price Capital Appreciation Premium Income ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Friday, October 2nd. Investors of record on Wednesday, September 30th were paid a dividend of $0.1782 per share. This represents a $2.14 annualized dividend and a yield of 9.4%. The ex-dividend date of this dividend was Wednesday, September 30th. This is a positive change from T. Rowe Price Capital Appreciation Premium Income ETF’s previous monthly dividend of $0.1739.

T. Rowe Price Capital Appreciation Premium Income ETF Company Profile

(Free Report)

The T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) is an exchange-traded fund managed by T. Rowe Price. The fund aims to provide regular distributions while seeking capital preservation and potential for capital appreciation. It achieves this by investing primarily in U.S. equities and employing a covered call options strategy. This approach involves writing call options on individual stocks to generate income through premiums, which can enhance current income and help offset potential downside risks.