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

Capital Investment 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
2026
Q2 		$284K Buy
5,969
+3,954
+196% +$181K 0.02% 603
2026
Q1 		$82.4K Buy
2,015
+665
+49% +$28.4K 0.01% 763
2025
Q4 		$57.8K Buy
1,350
+725
+116% +$30.8K ﹤0.01% 800
2025
Q3 		$26.2K Hold
625
– – ﹤0.01% 868
2025
Q2 		$24.3K Sell
625
-500
-44% -$18K ﹤0.01% 857
2025
Q1 		$39.6K Hold
1,125
– – ﹤0.01% 737
2024
Q4 		$41.6K Buy
1,125
+125
+13% +$4.64K ﹤0.01% 678
2024
Q3 		$36.1K Buy
1,000
+100
+11% +$3.48K ﹤0.01% 732
2024
Q2 		$31K Buy
+900
New +$29.6K ﹤0.01% 719

Other funds holding TSPA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

Capital Investment Advisory Services's TSPA Position: Q2 2026 in Review

Capital Investment Advisory Services increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 196% in Q2 2026, buying an estimated $181K and bringing the position to 5,969 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #603.

Capital Investment Advisory Services first reported a position in TSPA in Q2 2024 and has held it in 9 quarters since. 111 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Capital Investment Advisory Services held 5,969 shares of T. Rowe Price US Equity Research ETF worth $284K as of Q2 2026.
  • Capital Investment Advisory Services bought 3,954 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $181K.
  • T. Rowe Price US Equity Research ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #603 holding.
  • Capital Investment Advisory Services first reported a position in T. Rowe Price US Equity Research ETF in Q2 2024 and has held it in 9 quarters since.
  • 111 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.