Amplius Wealth Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Amplius Wealth Advisors’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.1M	Buy	+443,833	New	+$19M	1.24%	22

Other funds holding TMSL

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Amplius Wealth Advisors's TMSL Position: Q3 2026 in Review

Amplius Wealth Advisors opened a new position in T. Rowe Price Small-Mid Cap ETF (TMSL) in Q3 2026: 443,833 shares worth $18.1M. The stake represents 1.24% of the portfolio and ranks #22 among its holdings.

43 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

Amplius Wealth Advisors held 443,833 shares of T. Rowe Price Small-Mid Cap ETF worth $18.1M as of Q3 2026.
T. Rowe Price Small-Mid Cap ETF was a new Amplius Wealth Advisors position in Q3 2026.
T. Rowe Price Small-Mid Cap ETF made up 1.24% of Amplius Wealth Advisors's portfolio in Q3 2026, its #22 holding.
43 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.