Creative Planning
TSPA icon

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

Creative 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
2025
Q4 		– Sell
-5,926
Closed -$248K – 4110
2025
Q3 		$248K Buy
+5,926
New +$239K ﹤0.01% 3299

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

Creative Planning's TSPA Position: Q4 2025 in Review

Creative Planning sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q4 2025, closing a stake of 5,926 shares — an estimated $248K sold.

Creative Planning first reported a position in TSPA in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 123 funds tracked by Wall St. Rank hold TSPA as of Q4 2025.

  • Creative Planning reported no remaining T. Rowe Price US Equity Research ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 5,926 T. Rowe Price US Equity Research ETF shares in Q4 2025, an estimated $248K.
  • Creative Planning first reported a position in T. Rowe Price US Equity Research ETF in Q3 2025 and held it in 1 quarter.
  • Creative Planning's T. Rowe Price US Equity Research ETF position peaked at $248K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.