Global Retirement Partners’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Global Retirement Partners’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Buy	+23,939	New	+$977K	0.02%	729
2025 Q4	$4.36M	Buy	121,464 +10,165	+9%	+$361K	0.08%	237
2025 Q3	$3.91M	Buy	111,299 +18,493	+20%	+$630K	0.09%	210
2025 Q2	$3.04M	Buy	+92,806	New	+$2.85M	0.08%	240
2024 Q4	$1.28M	Buy	39,677 +2,875	+8%	+$95.7K	0.04%	395
2024 Q3	$1.19M	Buy	+36,802	New	+$1.15M	0.04%	400

Other funds holding TMSL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Global Retirement Partners's TMSL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in T. Rowe Price Small-Mid Cap ETF (TMSL) in Q2 2026: 23,939 shares worth $1.05M. The stake represents 0.02% of the portfolio and ranks #729 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TMSL as recently as Q4 2025.

Global Retirement Partners first reported a position in TMSL in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.36M in Q4 2025. 165 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Global Retirement Partners held 23,939 shares of T. Rowe Price Small-Mid Cap ETF worth $1.05M as of Q2 2026.
T. Rowe Price Small-Mid Cap ETF was a new Global Retirement Partners position in Q2 2026.
T. Rowe Price Small-Mid Cap ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #729 holding.
Global Retirement Partners first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2024 and has held it in 6 quarters since.
Global Retirement Partners's T. Rowe Price Small-Mid Cap ETF position peaked at $4.36M in Q4 2025.
165 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.