Comprehensive Financial Planning’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Comprehensive Financial Planning’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	$2.25M	Buy	47,416 +5,662	+14%	+$260K	1.2%	25
2026 Q1	$1.71M	Buy	41,754 +1,144	+3%	+$48.9K	1.18%	26
2025 Q4	$1.74M	Buy	40,610 +933	+2%	+$39.7K	1.15%	28
2025 Q3	$1.66M	Buy	39,677 +2,313	+6%	+$93.3K	1.14%	28
2025 Q2	$1.45M	Buy	37,364 +7,507	+25%	+$270K	1.14%	25
2025 Q1	$1.05M	Buy	29,857 +16,024	+116%	+$593K	1.02%	26
2024 Q4	$511K	Buy	+13,833	New	+$513K	0.43%	50

Other funds holding TSPA

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Comprehensive Financial Planning's TSPA Position: Q2 2026 in Review

Comprehensive Financial Planning increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 14% in Q2 2026, buying an estimated $260K and bringing the position to 47,416 shares worth $2.25M. The position accounts for 1.2% of the portfolio, ranked #25.

Comprehensive Financial Planning first reported a position in TSPA in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Comprehensive Financial Planning held 47,416 shares of T. Rowe Price US Equity Research ETF worth $2.25M as of Q2 2026.
Comprehensive Financial Planning bought 5,662 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $260K.
T. Rowe Price US Equity Research ETF made up 1.2% of Comprehensive Financial Planning's portfolio in Q2 2026, its #25 holding.
Comprehensive Financial Planning first reported a position in T. Rowe Price US Equity Research ETF in Q4 2024 and has held it in 7 quarters since.
96 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.