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Aprio Wealth Management’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Aprio Wealth Management’s Portfolio TEQI Stock Details TEQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1M Buy
401,681
+9,456
+2% +$438K 0.99% 28
2025
Q4 		$17.7M Buy
+392,225
New +$17.3M 1.02% 26

Other funds holding TEQI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $904M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Aprio Wealth Management's TEQI Position: Q1 2026 in Review

Aprio Wealth Management increased its T. Rowe Price Equity Income ETF (TEQI) stake by 2.4% in Q1 2026, buying an estimated $438K and bringing the position to 401,681 shares worth $18.1M. The position accounts for 0.99% of the portfolio, ranked #28.

Aprio Wealth Management first reported a position in TEQI in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold TEQI as of Q1 2026.

  • Aprio Wealth Management held 401,681 shares of T. Rowe Price Equity Income ETF worth $18.1M as of Q1 2026.
  • Aprio Wealth Management bought 9,456 T. Rowe Price Equity Income ETF shares in Q1 2026, an estimated $438K.
  • T. Rowe Price Equity Income ETF made up 0.99% of Aprio Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Aprio Wealth Management first reported a position in T. Rowe Price Equity Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.