EverSource Wealth Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

EverSource Wealth Advisors’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24.4K	Buy	+600	New	+$25.7K	﹤0.01%	2305

Other funds holding TMSL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

EverSource Wealth Advisors's TMSL Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in T. Rowe Price Small-Mid Cap ETF (TMSL) in Q3 2026: 600 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #2305 among its holdings.

119 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

EverSource Wealth Advisors held 600 shares of T. Rowe Price Small-Mid Cap ETF worth $24.4K as of Q3 2026.
T. Rowe Price Small-Mid Cap ETF was a new EverSource Wealth Advisors position in Q3 2026.
T. Rowe Price Small-Mid Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2305 holding.
119 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.