AdviceOne Advisory Services
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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
Q3 		$237K Hold
4,912
– – 0.14% 36
2026
Q2 		$233K Buy
+4,912
New +$225K 0.13% 40

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Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AdviceOne Advisory Services's TSPA Position: Q3 2026 in Review

AdviceOne Advisory Services held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q3 2026 at 4,912 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #36.

AdviceOne Advisory Services first reported a position in TSPA in Q2 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

  • AdviceOne Advisory Services held 4,912 shares of T. Rowe Price US Equity Research ETF worth $237K as of Q3 2026.
  • AdviceOne Advisory Services left its T. Rowe Price US Equity Research ETF share count unchanged in Q3 2026.
  • T. Rowe Price US Equity Research ETF made up 0.14% of AdviceOne Advisory Services's portfolio in Q3 2026, its #36 holding.
  • AdviceOne Advisory Services first reported a position in T. Rowe Price US Equity Research ETF in Q2 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.