Caliber Wealth Management (Kansas)’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Caliber Wealth Management (Kansas)’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
2026 Q2	$276K	Buy	+6,290	New	+$257K	0.03%	249

Other funds holding TMSL

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s TMSL Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in T. Rowe Price Small-Mid Cap ETF (TMSL) in Q2 2026: 6,290 shares worth $276K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings.

65 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Caliber Wealth Management (Kansas) held 6,290 shares of T. Rowe Price Small-Mid Cap ETF worth $276K as of Q2 2026.
T. Rowe Price Small-Mid Cap ETF was a new Caliber Wealth Management (Kansas) position in Q2 2026.
T. Rowe Price Small-Mid Cap ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #249 holding.
65 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.