Farther Finance Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Farther Finance Advisors’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 Q3	$345K	Sell	7,139 -1,593	-18%	-$76.4K	﹤0.01%	1883
2026 Q2	$415K	Buy	8,732 +209	+2%	+$9.58K	﹤0.01%	1692
2026 Q1	$352K	Buy	8,523 +764	+10%	+$32.6K	﹤0.01%	1637
2025 Q4	$332K	Sell	7,759 -4,269	-35%	-$182K	﹤0.01%	1582
2025 Q3	$504K	Sell	12,028 -4,797	-29%	-$193K	0.01%	1066
2025 Q2	$654K	Sell	16,825 -95,607	-85%	-$3.44M	0.01%	781
2025 Q1	$3.97M	Buy	112,432 +48,857	+77%	+$1.81M	0.1%	185
2024 Q4	$2.35M	Buy	+63,575	New	+$2.36M	0.09%	197

Other funds holding TSPA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

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

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Farther Finance Advisors's TSPA Position: Q3 2026 in Review

Farther Finance Advisors reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 18% in Q3 2026, selling an estimated $76.4K and leaving 7,139 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Farther Finance Advisors first reported a position in TSPA in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.97M in Q1 2025. 16 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

Farther Finance Advisors held 7,139 shares of T. Rowe Price US Equity Research ETF worth $345K as of Q3 2026.
Farther Finance Advisors sold 1,593 T. Rowe Price US Equity Research ETF shares in Q3 2026, an estimated $76.4K.
T. Rowe Price US Equity Research ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1883 holding.
Farther Finance Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q4 2024 and has held it in 8 quarters since.
Farther Finance Advisors's T. Rowe Price US Equity Research ETF position peaked at $3.97M in Q1 2025.
16 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.