Carson Advisory Inc. Increases Holdings in T. Rowe Price Capital Appreciation Premium Income ETF $TCAL

Carson Advisory Inc. lifted its holdings in T. Rowe Price Capital Appreciation Premium Income ETF (NYSEARCA:TCAL) by 62.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 128,600 shares of the company’s stock after acquiring an additional 49,670 shares during the period. T. Rowe Price Capital Appreciation Premium Income ETF accounts for approximately 1.5% of Carson Advisory Inc.’s holdings, making the stock its 16th biggest holding. Carson Advisory Inc. owned 1.03% of T. Rowe Price Capital Appreciation Premium Income ETF worth $2,874,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TCAL. Janney Montgomery Scott LLC raised its holdings in T. Rowe Price Capital Appreciation Premium Income ETF by 18.0% during the 1st quarter. Janney Montgomery Scott LLC now owns 200,714 shares of the company’s stock valued at $4,486,000 after buying an additional 30,641 shares during the period. 4J Wealth Management LLC lifted its position in T. Rowe Price Capital Appreciation Premium Income ETF by 35.6% in the fourth quarter. 4J Wealth Management LLC now owns 87,813 shares of the company’s stock worth $2,070,000 after buying an additional 23,064 shares during the last quarter. Waterfront Wealth Inc. boosted its stake in T. Rowe Price Capital Appreciation Premium Income ETF by 685.9% during the fourth quarter. Waterfront Wealth Inc. now owns 302,090 shares of the company’s stock worth $7,277,000 after buying an additional 263,649 shares during the period. NCM Capital Management LLC boosted its stake in T. Rowe Price Capital Appreciation Premium Income ETF by 34.0% during the fourth quarter. NCM Capital Management LLC now owns 100,242 shares of the company’s stock worth $2,363,000 after buying an additional 25,454 shares during the period. Finally, SageGuard Financial Group LLC bought a new position in T. Rowe Price Capital Appreciation Premium Income ETF during the first quarter valued at $2,119,000.

T. Rowe Price Capital Appreciation Premium Income ETF Price Performance

TCAL stock opened at $22.57 on Monday. T. Rowe Price Capital Appreciation Premium Income ETF has a twelve month low of $21.73 and a twelve month high of $25.21. The stock has a market capitalization of $278.74 million, a price-to-earnings ratio of 25.37 and a beta of 0.22. The firm’s fifty day simple moving average is $22.30 and its two-hundred day simple moving average is $22.91.

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.