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Avantax Advisory Services’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$5.84M Buy
150,212
+34,299
+30% +$1.23M 0.03% 405
2025
Q1 		$4.08M Buy
+115,913
New +$4.29M 0.02% 486

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

Avantax Advisory Services's TSPA Position: Q2 2025 in Review

Avantax Advisory Services increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 30% in Q2 2025, buying an estimated $1.23M and bringing the position to 150,212 shares worth $5.84M. The position accounts for 0.03% of the portfolio, ranked #405.

Avantax Advisory Services first reported a position in TSPA in Q1 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold TSPA as of Q2 2025.

  • Avantax Advisory Services held 150,212 shares of T. Rowe Price US Equity Research ETF worth $5.84M as of Q2 2025.
  • Avantax Advisory Services bought 34,299 T. Rowe Price US Equity Research ETF shares in Q2 2025, an estimated $1.23M.
  • T. Rowe Price US Equity Research ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #405 holding.
  • Avantax Advisory Services first reported a position in T. Rowe Price US Equity Research ETF in Q1 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.