AdviceOne Advisory Services’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

AdviceOne Advisory Services’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	$233K	Buy	+4,912	New	+$225K	0.13%	40

Other funds holding TSPA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Hopwood Financial Services Reston, Virginia $173M AUM 23.42% 1-Year Est. Return

AdviceOne Advisory Services's TSPA Position: Q2 2026 in Review

AdviceOne Advisory Services opened a new position in T. Rowe Price US Equity Research ETF (TSPA) in Q2 2026: 4,912 shares worth $233K. The stake represents 0.13% of the portfolio and ranks #40 among its holdings.

38 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

AdviceOne Advisory Services held 4,912 shares of T. Rowe Price US Equity Research ETF worth $233K as of Q2 2026.
T. Rowe Price US Equity Research ETF was a new AdviceOne Advisory Services position in Q2 2026.
T. Rowe Price US Equity Research ETF made up 0.13% of AdviceOne Advisory Services's portfolio in Q2 2026, its #40 holding.
38 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.