B. Riley Wealth Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

B. Riley Wealth 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 Q1	–	Sell	-4,929	Closed	-$211K	–	1111
2025 Q4	$211K	Buy	4,929 +6	+0.1%	+$255	0.01%	845
2025 Q3	$206K	Buy	+4,923	New	+$199K	0.01%	885

Other funds holding TSPA

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

B. Riley Wealth Advisors's TSPA Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q1 2026, closing a stake of 4,929 shares — an estimated $211K sold.

B. Riley Wealth Advisors first reported a position in TSPA in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

B. Riley Wealth Advisors reported no remaining T. Rowe Price US Equity Research ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,929 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $211K.
B. Riley Wealth Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q3 2025 and held it in 2 quarters.
B. Riley Wealth Advisors's T. Rowe Price US Equity Research ETF position peaked at $211K in Q4 2025.
119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.