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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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.

137 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.
137 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.