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Clearstead Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Clearstead Advisors’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
Q2 		$8.73K Hold
199
– – ﹤0.01% 2026
2026
Q1 		$7.3K Hold
199
– – ﹤0.01% 1667
2025
Q4 		$7.14K Hold
199
– – ﹤0.01% 1951
2025
Q3 		$7K Buy
+199
New +$6.78K ﹤0.01% 2037

Other funds holding TMSL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's TMSL Position: Q2 2026 in Review

Clearstead Advisors held its T. Rowe Price Small-Mid Cap ETF (TMSL) position steady in Q2 2026 at 199 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Clearstead Advisors first reported a position in TMSL in Q3 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

  • Clearstead Advisors held 199 shares of T. Rowe Price Small-Mid Cap ETF worth $8.73K as of Q2 2026.
  • Clearstead Advisors left its T. Rowe Price Small-Mid Cap ETF share count unchanged in Q2 2026.
  • T. Rowe Price Small-Mid Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2026 holding.
  • Clearstead Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.