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Clear Investment Research’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Clear Investment Research’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 		– Sell
-867
Closed -$35.5K – 211
2026
Q1 		$35.5K Buy
+867
New +$37K 0.06% 126
2025
Q4 		– Sell
-862
Closed -$36.1K – 222
2025
Q3 		$36.1K Buy
+862
New +$34.8K 0.05% 136

Other funds holding TSPA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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 22.9% 1-Year Est. Return

Clear Investment Research's TSPA Position: Q2 2026 in Review

Clear Investment Research sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q2 2026, closing a stake of 867 shares — an estimated $35.5K sold.

Clear Investment Research first reported a position in TSPA in Q3 2025 and held it in 2 quarters. The position peaked at $36.1K in Q3 2025. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Clear Investment Research reported no remaining T. Rowe Price US Equity Research ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 867 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $35.5K.
  • Clear Investment Research first reported a position in T. Rowe Price US Equity Research ETF in Q3 2025 and held it in 2 quarters.
  • Clear Investment Research's T. Rowe Price US Equity Research ETF position peaked at $36.1K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.