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Cornerstone Planning Group’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Cornerstone Planning Group’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 		$7.18K Hold
152
– – ﹤0.01% 993
2026
Q1 		$6.96K Buy
+152
New +$6.49K ﹤0.01% 1007

Other funds holding TSPA

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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 22.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KV
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
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cornerstone Planning Group's TSPA Position: Q2 2026 in Review

Cornerstone Planning Group held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q2 2026 at 152 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Cornerstone Planning Group first reported a position in TSPA in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Cornerstone Planning Group held 152 shares of T. Rowe Price US Equity Research ETF worth $7.18K as of Q2 2026.
  • Cornerstone Planning Group left its T. Rowe Price US Equity Research ETF share count unchanged in Q2 2026.
  • T. Rowe Price US Equity Research ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #993 holding.
  • Cornerstone Planning Group first reported a position in T. Rowe Price US Equity Research ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.