Future Financial Wealth Management
TSPA icon

Future Financial Wealth Management’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Future Financial Wealth Management’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 		$5.65M Buy
117,009
+1,531
+1% +$73.4K 3.46% 4
2026
Q2 		$5.39M Sell
115,478
-4,249
-4% -$195K 3.36% 6
2026
Q1 		$5.3M Buy
119,727
+5,202
+5% +$222K 3.41% 6
2025
Q4 		$4.86M Sell
114,525
-989
-0.9% -$42.1K 3.27% 6
2025
Q3 		$4.84M Buy
115,514
+135
+0.1% +$5.44K 3.05% 6
2025
Q2 		$4.49M Sell
115,379
-5,509
-5% -$198K 3.06% 6
2025
Q1 		$4.25M Buy
120,888
+1,941
+2% +$71.9K 3.12% 5
2024
Q4 		$4.4M Buy
118,947
+6,893
+6% +$256K 3.22% 5
2024
Q3 		$4.05M Buy
112,054
+5,979
+6% +$208K 2.89% 8
2024
Q2 		$3.65M Sell
106,075
-2,203
-2% -$72.4K 3.21% 7
2024
Q1 		$3.55M Buy
+108,278
New +$3.36M 2.73% 8

Other funds holding TSPA

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Future Financial Wealth Management's TSPA Position: Q3 2026 in Review

Future Financial Wealth Management increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 1.3% in Q3 2026, buying an estimated $73.4K and bringing the position to 117,009 shares worth $5.65M. The position accounts for 3.46% of the portfolio, ranked #4.

Future Financial Wealth Management first reported a position in TSPA in Q1 2024 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

  • Future Financial Wealth Management held 117,009 shares of T. Rowe Price US Equity Research ETF worth $5.65M as of Q3 2026.
  • Future Financial Wealth Management bought 1,531 T. Rowe Price US Equity Research ETF shares in Q3 2026, an estimated $73.4K.
  • T. Rowe Price US Equity Research ETF made up 3.46% of Future Financial Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Future Financial Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q1 2024 and has held it in 11 quarters since.
  • 45 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.