AWM
TSPA icon

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
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

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

AE Wealth Management's TSPA Position: Q1 2026 in Review

AE Wealth Management reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 14% in Q1 2026, selling an estimated $19.6K and leaving 2,918 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

AE Wealth Management first reported a position in TSPA in Q2 2025 and has held it in 4 quarters since. The position peaked at $144K in Q4 2025. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

  • AE Wealth Management held 2,918 shares of T. Rowe Price US Equity Research ETF worth $119K as of Q1 2026.
  • AE Wealth Management sold 459 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $19.6K.
  • T. Rowe Price US Equity Research ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1743 holding.
  • AE Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 4 quarters since.
  • AE Wealth Management's T. Rowe Price US Equity Research ETF position peaked at $144K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.