4WM
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4J Wealth Management’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

4J Wealth Management’s Portfolio TSPA Stock Details TSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Buy
65,184
+22,320
+52% +$1.02M 1.52% 16
2026
Q1 		$1.75M Sell
42,864
-3,282
-7% -$140K 1% 25
2025
Q4 		$1.97M Buy
46,146
+614
+1% +$26.1K 1.13% 22
2025
Q3 		$1.91M Buy
45,532
+29,959
+192% +$1.21M 1.12% 21
2025
Q2 		$606K Buy
15,573
+6,043
+63% +$217K 0.41% 47
2025
Q1 		$335K Buy
+9,530
New +$353K 0.26% 62

Other funds holding TSPA

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

4J Wealth Management's TSPA Position: Q2 2026 in Review

4J Wealth Management increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 52% in Q2 2026, buying an estimated $1.02M and bringing the position to 65,184 shares worth $3.1M. The position accounts for 1.52% of the portfolio, ranked #16.

4J Wealth Management first reported a position in TSPA in Q1 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • 4J Wealth Management held 65,184 shares of T. Rowe Price US Equity Research ETF worth $3.1M as of Q2 2026.
  • 4J Wealth Management bought 22,320 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $1.02M.
  • T. Rowe Price US Equity Research ETF made up 1.52% of 4J Wealth Management's portfolio in Q2 2026, its #16 holding.
  • 4J Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q1 2025 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.