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Ethos Financial Group’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Ethos Financial Group’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
Q4 		– Sell
-5,748
Closed -$252K – 571
2025
Q3 		$252K Hold
5,748
– – 0.02% 398
2025
Q2 		$245K Buy
+5,748
New +$234K 0.02% 381

Other funds holding TEQI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Ethos Financial Group's TEQI Position: Q4 2025 in Review

Ethos Financial Group sold out of T. Rowe Price Equity Income ETF (TEQI) in Q4 2025, closing a stake of 5,748 shares — an estimated $252K sold.

Ethos Financial Group first reported a position in TEQI in Q2 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 45 funds tracked by Wall St. Rank hold TEQI as of Q4 2025.

  • Ethos Financial Group reported no remaining T. Rowe Price Equity Income ETF position as of Q4 2025 after selling out during the quarter.
  • Ethos Financial Group sold 5,748 T. Rowe Price Equity Income ETF shares in Q4 2025, an estimated $252K.
  • Ethos Financial Group first reported a position in T. Rowe Price Equity Income ETF in Q2 2025 and held it in 2 quarters.
  • Ethos Financial Group's T. Rowe Price Equity Income ETF position peaked at $252K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q4 2025.

Based on Ethos Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.