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

AE 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	$139K	Hold	2,918	–	–	﹤0.01%	1825
2026 Q1	$119K	Sell	2,918 -459	-14%	-$19.6K	﹤0.01%	1743
2025 Q4	$144K	Buy	3,377 +429	+15%	+$18.2K	﹤0.01%	1595
2025 Q3	$124K	Sell	2,948 -414	-12%	-$16.7K	﹤0.01%	1507
2025 Q2	$131K	Buy	+3,362	New	+$121K	﹤0.01%	1410

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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 22.9% 1-Year Est. Return

AE Wealth Management's TSPA Position: Q2 2026 in Review

AE Wealth Management held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q2 2026 at 2,918 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

AE Wealth Management first reported a position in TSPA in Q2 2025 and has held it in 5 quarters since. The position peaked at $144K in Q4 2025. 138 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

AE Wealth Management held 2,918 shares of T. Rowe Price US Equity Research ETF worth $139K as of Q2 2026.
AE Wealth Management left its T. Rowe Price US Equity Research ETF share count unchanged in Q2 2026.
T. Rowe Price US Equity Research ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1825 holding.
AE Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 5 quarters since.
AE Wealth Management's T. Rowe Price US Equity Research ETF position peaked at $144K in Q4 2025.
138 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.