T. Rowe Price Capital Appreciation Premium Income ETF $TCAL Shares Bought by 4J Wealth Management LLC

4J Wealth Management LLC raised its position in T. Rowe Price Capital Appreciation Premium Income ETF (NYSEARCA:TCAL) by 35.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,813 shares of the company’s stock after acquiring an additional 23,064 shares during the quarter. T. Rowe Price Capital Appreciation Premium Income ETF accounts for about 1.2% of 4J Wealth Management LLC’s investment portfolio, making the stock its 20th largest holding. 4J Wealth Management LLC owned approximately 0.94% of T. Rowe Price Capital Appreciation Premium Income ETF worth $2,070,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. Capital Investment Advisory Services LLC boosted its holdings in T. Rowe Price Capital Appreciation Premium Income ETF by 21.4% in the third quarter. Capital Investment Advisory Services LLC now owns 5,220 shares of the company’s stock valued at $127,000 after purchasing an additional 919 shares during the last quarter. Global Retirement Partners LLC purchased a new stake in T. Rowe Price Capital Appreciation Premium Income ETF during the 3rd quarter worth approximately $50,000. Stratos Wealth Advisors LLC raised its position in shares of T. Rowe Price Capital Appreciation Premium Income ETF by 10.3% in the 3rd quarter. Stratos Wealth Advisors LLC now owns 46,148 shares of the company’s stock valued at $1,126,000 after purchasing an additional 4,294 shares in the last quarter. Wealth Enhancement Advisory Services LLC bought a new stake in shares of T. Rowe Price Capital Appreciation Premium Income ETF in the fourth quarter worth $202,000. Finally, Lighthouse Wealth Management Inc. raised its holdings in T. Rowe Price Capital Appreciation Premium Income ETF by 34.3% in the third quarter. Lighthouse Wealth Management Inc. now owns 33,646 shares of the company’s stock valued at $821,000 after acquiring an additional 8,589 shares in the last quarter.

T. Rowe Price Capital Appreciation Premium Income ETF Price Performance

NYSEARCA TCAL opened at $22.13 on Tuesday. The company has a market capitalization of $221.30 million, a price-to-earnings ratio of 25.37 and a beta of 0.92. T. Rowe Price Capital Appreciation Premium Income ETF has a 12 month low of $21.95 and a 12 month high of $29.81. The company’s fifty day moving average price is $23.40 and its two-hundred day moving average price is $23.83.

T. Rowe Price Capital Appreciation Premium Income ETF Profile

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.