Carroll Advisory Group’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Carroll Advisory Group’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 Q3	$216K	Buy	+5,296	New	+$227K	0.07%	79

Other funds holding TMSL

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Carroll Advisory Group's TMSL Position: Q3 2026 in Review

Carroll Advisory Group opened a new position in T. Rowe Price Small-Mid Cap ETF (TMSL) in Q3 2026: 5,296 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #79 among its holdings.

26 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

Carroll Advisory Group held 5,296 shares of T. Rowe Price Small-Mid Cap ETF worth $216K as of Q3 2026.
T. Rowe Price Small-Mid Cap ETF was a new Carroll Advisory Group position in Q3 2026.
T. Rowe Price Small-Mid Cap ETF made up 0.07% of Carroll Advisory Group's portfolio in Q3 2026, its #79 holding.
26 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on Carroll Advisory Group's 13F filing for Q3 2026, filed 16 Oct 2026.