Garden State Investment Advisory Services’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Garden State Investment Advisory Services’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	$13.4M	Buy	328,097 +56,919	+21%	+$2.43M	2.95%	4
2025 Q4	$11.6M	Buy	271,178 +63,036	+30%	+$2.68M	2.56%	7
2025 Q3	$8.72M	Buy	208,142 +9,354	+5%	+$377K	1.94%	9
2025 Q2	$7.73M	Buy	198,788 +54,211	+37%	+$1.95M	1.95%	8
2025 Q1	$5.08M	Buy	144,577 +22,527	+18%	+$834K	1.63%	16
2024 Q4	$4.51M	Buy	122,050 +5,774	+5%	+$214K	1.34%	20
2024 Q3	$4.2M	Buy	116,276 +10,955	+10%	+$381K	1.35%	20
2024 Q2	$3.62M	Buy	105,321 +42,655	+68%	+$1.4M	1.25%	20
2024 Q1	$2.06M	Buy	+62,666	New	+$1.94M	0.75%	31

Other funds holding TSPA

National Pension Service

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

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return