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

Atria Wealth Solutions’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
2025
Q2 		$4.78M Sell
142,613
-21,436
-13% -$658K 0.11% 220
2025
Q1 		$5M Buy
164,049
+72,678
+80% +$2.36M 0.06% 334
2024
Q4 		$2.95M Buy
+91,371
New +$3.04M 0.03% 508

Other funds holding TMSL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's TMSL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 13% in Q2 2025, selling an estimated $658K and leaving 142,613 shares worth $4.78M. The position accounts for 0.11% of the portfolio, ranked #220.

Atria Wealth Solutions first reported a position in TMSL in Q4 2024 and has held it in 3 quarters since. The position peaked at $5M in Q1 2025. 97 funds tracked by Wall St. Rank hold TMSL as of Q2 2025.

  • Atria Wealth Solutions held 142,613 shares of T. Rowe Price Small-Mid Cap ETF worth $4.78M as of Q2 2025.
  • Atria Wealth Solutions sold 21,436 T. Rowe Price Small-Mid Cap ETF shares in Q2 2025, an estimated $658K.
  • T. Rowe Price Small-Mid Cap ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #220 holding.
  • Atria Wealth Solutions first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's T. Rowe Price Small-Mid Cap ETF position peaked at $5M in Q1 2025.
  • 97 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.