Circle Wealth Management’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Circle Wealth Management’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	$2M	Buy	+42,090	New	+$1.93M	0.03%	104

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 29.18% 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

Circle Wealth Management's TSPA Position: Q2 2026 in Review

Circle Wealth Management opened a new position in T. Rowe Price US Equity Research ETF (TSPA) in Q2 2026: 42,090 shares worth $2M. The stake represents 0.03% of the portfolio and ranks #104 among its holdings.

137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Circle Wealth Management held 42,090 shares of T. Rowe Price US Equity Research ETF worth $2M as of Q2 2026.
T. Rowe Price US Equity Research ETF was a new Circle Wealth Management position in Q2 2026.
T. Rowe Price US Equity Research ETF made up 0.03% of Circle Wealth Management's portfolio in Q2 2026, its #104 holding.
137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.