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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Future Financial Wealth Management's TSPA Position: Q2 2026 in Review

Future Financial Wealth Management reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 3.5% in Q2 2026, selling an estimated $195K and leaving 115,478 shares worth $5.39M. The position accounts for 3.36% of the portfolio, ranked #6.

Future Financial Wealth Management first reported a position in TSPA in Q1 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Future Financial Wealth Management held 115,478 shares of T. Rowe Price US Equity Research ETF worth $5.39M as of Q2 2026.
Future Financial Wealth Management sold 4,249 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $195K.
T. Rowe Price US Equity Research ETF made up 3.36% of Future Financial Wealth Management's portfolio in Q2 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 10 quarters since.
137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.