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Atria Investments’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Atria Investments’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 		$931K Sell
19,586
-2,534
-11% -$116K 0.01% 1160
2026
Q1 		$905K Sell
22,120
-180,191
-89% -$7.7M 0.01% 1113
2025
Q4 		$8.65M Sell
202,311
-20,262
-9% -$862K 0.1% 226
2025
Q3 		$9.33M Buy
222,573
+32,341
+17% +$1.3M 0.11% 209
2025
Q2 		$7.4M Buy
+190,232
New +$6.84M 0.09% 267

Other funds holding TSPA

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments's TSPA Position: Q2 2026 in Review

Atria Investments reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 11% in Q2 2026, selling an estimated $116K and leaving 19,586 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #1160.

Atria Investments first reported a position in TSPA in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.33M in Q3 2025. 89 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Atria Investments held 19,586 shares of T. Rowe Price US Equity Research ETF worth $931K as of Q2 2026.
  • Atria Investments sold 2,534 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $116K.
  • T. Rowe Price US Equity Research ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1160 holding.
  • Atria Investments first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 5 quarters since.
  • Atria Investments's T. Rowe Price US Equity Research ETF position peaked at $9.33M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.