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 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

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 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. 50 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.
50 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.