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Aptus Capital Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Aptus Capital Advisors’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 		$289K Sell
6,090
-1,027
-14% -$47.1K ﹤0.01% 963
2026
Q1 		$291K Sell
7,117
-5,491
-44% -$235K ﹤0.01% 884
2025
Q4 		$539K Buy
+12,608
New +$536K ﹤0.01% 712

Other funds holding TSPA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
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
AF
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aptus Capital Advisors's TSPA Position: Q2 2026 in Review

Aptus Capital Advisors reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 14% in Q2 2026, selling an estimated $47.1K and leaving 6,090 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Aptus Capital Advisors first reported a position in TSPA in Q4 2025 and has held it in 3 quarters since. The position peaked at $539K in Q4 2025. 132 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Aptus Capital Advisors held 6,090 shares of T. Rowe Price US Equity Research ETF worth $289K as of Q2 2026.
  • Aptus Capital Advisors sold 1,027 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $47.1K.
  • T. Rowe Price US Equity Research ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #963 holding.
  • Aptus Capital Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q4 2025 and has held it in 3 quarters since.
  • Aptus Capital Advisors's T. Rowe Price US Equity Research ETF position peaked at $539K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.