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

Bright Futures 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
2024
Q4 		– Sell
-31,710
Closed -$1.16M – 227
2024
Q3 		$1.16M Buy
31,710
+5,303
+20% +$184K 0.56% 51
2024
Q2 		$884K Buy
+26,407
New +$868K 0.48% 61

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 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
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bright Futures Wealth Management's TSPA Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q4 2024, closing a stake of 31,710 shares — an estimated $1.16M sold.

Bright Futures Wealth Management first reported a position in TSPA in Q2 2024 and held it in 2 quarters. The position peaked at $1.16M in Q3 2024. 61 funds tracked by Wall St. Rank hold TSPA as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining T. Rowe Price US Equity Research ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 31,710 T. Rowe Price US Equity Research ETF shares in Q4 2024, an estimated $1.16M.
  • Bright Futures Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q2 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's T. Rowe Price US Equity Research ETF position peaked at $1.16M in Q3 2024.
  • 61 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.