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

Carolina 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
-1,032
Closed -$44.1K – 330
2025
Q4 		$44.1K Buy
+1,032
New +$43.9K 0.02% 131

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Carolina Wealth Advisors's TSPA Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q1 2026, closing a stake of 1,032 shares — an estimated $44.1K sold.

Carolina Wealth Advisors first reported a position in TSPA in Q4 2025 and held it in 1 quarter. The position peaked at $44.1K in Q4 2025. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining T. Rowe Price US Equity Research ETF position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,032 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $44.1K.
  • Carolina Wealth Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's T. Rowe Price US Equity Research ETF position peaked at $44.1K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.