Financial Partners Group (Kansas)’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Financial Partners Group (Kansas)’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
2024 Q1	–	Sell	-12,339	Closed	-$451K	–	182
2023 Q4	$451K	Hold	12,339	–	–	0.08%	97
2023 Q3	$406K	Hold	12,339	–	–	0.08%	97
2023 Q2	$433K	Hold	12,339	–	–	0.09%	99
2023 Q1	$413K	Hold	12,339	–	–	0.09%	96
2022 Q4	$444K	Buy	12,339 +400	+3%	+$13.5K	0.1%	94
2022 Q3	$365K	Hold	11,939	–	–	0.1%	99
2022 Q2	$393K	Buy	11,939 +59	+0.5%	+$2.07K	0.1%	97
2022 Q1	$439K	Buy	+11,880	New	+$435K	0.1%	109

Other funds holding TEQI

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Partners Group (Kansas)'s TEQI Position: Q1 2024 in Review

Financial Partners Group (Kansas) sold out of T. Rowe Price Equity Income ETF (TEQI) in Q1 2024, closing a stake of 12,339 shares — an estimated $451K sold.

Financial Partners Group (Kansas) first reported a position in TEQI in Q1 2022 and held it in 8 quarters. The position peaked at $451K in Q4 2023. 28 funds tracked by Wall St. Rank hold TEQI as of Q1 2024.

Financial Partners Group (Kansas) reported no remaining T. Rowe Price Equity Income ETF position as of Q1 2024 after selling out during the quarter.
Financial Partners Group (Kansas) sold 12,339 T. Rowe Price Equity Income ETF shares in Q1 2024, an estimated $451K.
Financial Partners Group (Kansas) first reported a position in T. Rowe Price Equity Income ETF in Q1 2022 and held it in 8 quarters.
Financial Partners Group (Kansas)'s T. Rowe Price Equity Income ETF position peaked at $451K in Q4 2023.
28 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q1 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2024, filed 7 May 2024.