Axxcess Wealth Management
TSPA icon

Axxcess Wealth Management’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Axxcess Wealth Management’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
Q3 		$2.26M Buy
46,784
+30,931
+195% +$1.48M 0.09% 225
2026
Q2 		$753K Buy
+15,853
New +$727K 0.01% 604

Other funds holding TSPA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $159B AUM 35.54% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Kickstand Ventures
Kickstand Ventures Pittsford, New York $570M AUM 14.77% 1-Year Est. Return
Alpha Financial Advisors
Alpha Financial Advisors Charlotte, North Carolina $380M AUM 11.53% 1-Year Est. Return

Axxcess Wealth Management's TSPA Position: Q3 2026 in Review

Axxcess Wealth Management increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 195% in Q3 2026, buying an estimated $1.48M and bringing the position to 46,784 shares worth $2.26M. The position accounts for 0.09% of the portfolio, ranked #225.

Axxcess Wealth Management first reported a position in TSPA in Q2 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

  • Axxcess Wealth Management held 46,784 shares of T. Rowe Price US Equity Research ETF worth $2.26M as of Q3 2026.
  • Axxcess Wealth Management bought 30,931 T. Rowe Price US Equity Research ETF shares in Q3 2026, an estimated $1.48M.
  • T. Rowe Price US Equity Research ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q3 2026, its #225 holding.
  • Axxcess Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q2 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.