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 Q3	$567K	Sell	11,756 -322	-3%	-$15.4K	0.04%	311
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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants's TSPA Position: Q3 2026 in Review

First Heartland Consultants reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 2.7% in Q3 2026, selling an estimated $15.4K and leaving 11,756 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #311.

First Heartland Consultants first reported a position in TSPA in Q2 2025 and has held it in 6 quarters since. The position peaked at $574K in Q2 2026. 17 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

First Heartland Consultants held 11,756 shares of T. Rowe Price US Equity Research ETF worth $567K as of Q3 2026.
First Heartland Consultants sold 322 T. Rowe Price US Equity Research ETF shares in Q3 2026, an estimated $15.4K.
T. Rowe Price US Equity Research ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #311 holding.
First Heartland Consultants first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 6 quarters since.
First Heartland Consultants's T. Rowe Price US Equity Research ETF position peaked at $574K in Q2 2026.
17 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.