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Congress Wealth Management’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Congress Wealth Management’s Portfolio TEQI Stock Details TEQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,060
Closed -$408K – 1122
2024
Q4 		$408K Buy
+10,060
New +$423K 0.01% 687

Other funds holding TEQI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Congress Wealth Management's TEQI Position: Q1 2025 in Review

Congress Wealth Management sold out of T. Rowe Price Equity Income ETF (TEQI) in Q1 2025, closing a stake of 10,060 shares — an estimated $408K sold.

Congress Wealth Management first reported a position in TEQI in Q4 2024 and held it in 1 quarter. The position peaked at $408K in Q4 2024. 37 funds tracked by Wall St. Rank hold TEQI as of Q1 2025.

  • Congress Wealth Management reported no remaining T. Rowe Price Equity Income ETF position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 10,060 T. Rowe Price Equity Income ETF shares in Q1 2025, an estimated $408K.
  • Congress Wealth Management first reported a position in T. Rowe Price Equity Income ETF in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's T. Rowe Price Equity Income ETF position peaked at $408K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.