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 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

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 $374B AUM 17.66% 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 $2.93B AUM 22.18% 1-Year Est. Return

Future Financial Wealth Management's TSPA Position: Q1 2026 in Review

Future Financial Wealth Management increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 4.5% in Q1 2026, buying an estimated $222K and bringing the position to 119,727 shares worth $5.3M. The position accounts for 3.41% of the portfolio, ranked #6.

Future Financial Wealth Management first reported a position in TSPA in Q1 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

Future Financial Wealth Management held 119,727 shares of T. Rowe Price US Equity Research ETF worth $5.3M as of Q1 2026.
Future Financial Wealth Management bought 5,202 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $222K.
T. Rowe Price US Equity Research ETF made up 3.41% of Future Financial Wealth Management's portfolio in Q1 2026, its #6 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 9 quarters since.
119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.