Cerity Partners’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Cerity Partners’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	$1.79M	Hold	37,687	–	–	﹤0.01%	1658
2026 Q1	$1.54M	Sell	37,687 -2,643	-7%	-$113K	﹤0.01%	1610
2025 Q4	$1.73M	Buy	40,330 +2,644	+7%	+$112K	﹤0.01%	1434
2025 Q3	$1.58M	Hold	37,686	–	–	﹤0.01%	1396
2025 Q2	$1.47M	Buy	37,686 +95	+0.3%	+$3.42K	﹤0.01%	1348
2025 Q1	$1.32M	Hold	37,591	–	–	﹤0.01%	1307
2024 Q4	$1.39M	Buy	37,591 +27,000	+255%	+$1M	﹤0.01%	1266
2024 Q3	$382K	Hold	10,591	–	–	﹤0.01%	1923
2024 Q2	$364K	Buy	+10,591	New	+$348K	﹤0.01%	1709

Other funds holding TSPA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's TSPA Position: Q2 2026 in Review

Cerity Partners held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q2 2026 at 37,687 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Cerity Partners first reported a position in TSPA in Q2 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Cerity Partners held 37,687 shares of T. Rowe Price US Equity Research ETF worth $1.79M as of Q2 2026.
Cerity Partners left its T. Rowe Price US Equity Research ETF share count unchanged in Q2 2026.
T. Rowe Price US Equity Research ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1658 holding.
Cerity Partners first reported a position in T. Rowe Price US Equity Research ETF in Q2 2024 and has held it in 9 quarters since.
132 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.