First Heartland Consultants’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

First Heartland Consultants’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 Q2	$574K	Sell	12,078 -6	-0%	-$275	0.04%	305
2026 Q1	$494K	Buy	12,084 +4,234	+54%	+$181K	0.04%	287
2025 Q4	$336K	Sell	7,850 -2,128	-21%	-$90.5K	0.03%	390
2025 Q3	$418K	Sell	9,978 -116	-1%	-$4.68K	0.03%	322
2025 Q2	$393K	Buy	+10,094	New	+$363K	0.03%	323

Other funds holding TSPA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWIA

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

FAM

Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return

FNT

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

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

First Heartland Consultants's TSPA Position: Q2 2026 in Review

First Heartland Consultants reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 0.05% in Q2 2026, selling an estimated $275 and leaving 12,078 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #305.

First Heartland Consultants first reported a position in TSPA in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

First Heartland Consultants held 12,078 shares of T. Rowe Price US Equity Research ETF worth $574K as of Q2 2026.
First Heartland Consultants sold 6 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $275.
T. Rowe Price US Equity Research ETF made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #305 holding.
First Heartland Consultants first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.