Financial Connections Group’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Financial Connections Group’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 Q1	$153K	Hold	3,741	–	–	0.05%	75
2025 Q4	$160K	Hold	3,741	–	–	0.06%	75
2025 Q3	$156K	Hold	3,741	–	–	0.06%	77
2025 Q2	$145K	Hold	3,741	–	–	0.06%	69
2025 Q1	$131K	Hold	3,741	–	–	0.06%	69
2024 Q4	$138K	Hold	3,741	–	–	0.07%	59
2024 Q3	$135K	Hold	3,741	–	–	0.07%	57
2024 Q2	$128K	Buy	3,741 +1,500	+67%	+$49.3K	0.07%	60
2024 Q1	$74K	Buy	2,241 +2,167	+2,928%	+$67.2K	0.08%	44
2023 Q4	$2K	Buy	74 +36	+95%	+$990	﹤0.01%	205
2023 Q3	$0	Hold	38	–	–	﹤0.01%	223
2023 Q2	$1K	Hold	38	–	–	﹤0.01%	235
2023 Q1	$0	Hold	38	–	–	﹤0.01%	277
2022 Q4	$0	Hold	38	–	–	﹤0.01%	254
2022 Q3	$0	Hold	38	–	–	﹤0.01%	287
2022 Q2	$0	Hold	38	–	–	﹤0.01%	308
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	274
2021 Q4	$1K	Buy	+38	New	+$1.04K	﹤0.01%	287

Other funds holding TSPA

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Financial Connections Group's TSPA Position: Q1 2026 in Review

Financial Connections Group held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q1 2026 at 3,741 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #75.

Financial Connections Group first reported a position in TSPA in Q4 2021 and has held it in 18 quarters since. The position peaked at $160K in Q4 2025. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

Financial Connections Group held 3,741 shares of T. Rowe Price US Equity Research ETF worth $153K as of Q1 2026.
Financial Connections Group left its T. Rowe Price US Equity Research ETF share count unchanged in Q1 2026.
T. Rowe Price US Equity Research ETF made up 0.05% of Financial Connections Group's portfolio in Q1 2026, its #75 holding.
Financial Connections Group first reported a position in T. Rowe Price US Equity Research ETF in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's T. Rowe Price US Equity Research ETF position peaked at $160K in Q4 2025.
119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.