EFS
TTEQ

Essex Financial Services’s T. Rowe Price Technology ETF TTEQ Stock Holding History

Essex Financial Services’s Portfolio TTEQ Stock Details TTEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,265
Closed -$204K – 841
2025
Q4 		$204K Hold
6,265
– – 0.01% 754
2025
Q3 		$202K Buy
+6,265
New +$191K 0.01% 720

Other funds holding TTEQ

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Essex Financial Services's TTEQ Position: Q1 2026 in Review

Essex Financial Services sold out of T. Rowe Price Technology ETF (TTEQ) in Q1 2026, closing a stake of 6,265 shares — an estimated $204K sold.

Essex Financial Services first reported a position in TTEQ in Q3 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 30 funds tracked by Wall St. Rank hold TTEQ as of Q1 2026.

  • Essex Financial Services reported no remaining T. Rowe Price Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 6,265 T. Rowe Price Technology ETF shares in Q1 2026, an estimated $204K.
  • Essex Financial Services first reported a position in T. Rowe Price Technology ETF in Q3 2025 and held it in 2 quarters.
  • Essex Financial Services's T. Rowe Price Technology ETF position peaked at $204K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held T. Rowe Price Technology ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.