Alvarez & Marsal Private Wealth Partners’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	–	Sell	-6,089	Closed	-$249K	–	182
2026 Q1	$249K	Hold	6,089	–	–	0.04%	147
2025 Q4	$260K	Buy	+6,089	New	+$259K	0.05%	81

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 29.2% 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

Alvarez & Marsal Private Wealth Partners's TSPA Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q2 2026, closing a stake of 6,089 shares — an estimated $249K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in TSPA in Q4 2025 and held it in 2 quarters. The position peaked at $260K in Q4 2025. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Alvarez & Marsal Private Wealth Partners reported no remaining T. Rowe Price US Equity Research ETF position as of Q2 2026 after selling out during the quarter.
Alvarez & Marsal Private Wealth Partners sold 6,089 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $249K.
Alvarez & Marsal Private Wealth Partners first reported a position in T. Rowe Price US Equity Research ETF in Q4 2025 and held it in 2 quarters.
Alvarez & Marsal Private Wealth Partners's T. Rowe Price US Equity Research ETF position peaked at $260K in Q4 2025.
137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.