Independent Financial Group’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Independent Financial Group’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	$11.7M	Buy	245,872 +39,375	+19%	+$1.81M	0.22%	84
2026 Q1	$8.45M	Buy	206,497 +4,233	+2%	+$181K	0.19%	110
2025 Q4	$8.65M	Buy	202,264 +20,807	+11%	+$885K	0.19%	103
2025 Q3	$7.6M	Sell	181,457 -5,262	-3%	-$212K	0.18%	107
2025 Q2	$7.26M	Buy	186,719 +5,307	+3%	+$191K	0.2%	94
2025 Q1	$6.38M	Buy	181,412 +49,556	+38%	+$1.84M	0.22%	84
2024 Q4	$4.87M	Buy	131,856 +76,963	+140%	+$2.86M	0.16%	118
2024 Q3	$1.98M	Buy	+54,893	New	+$1.91M	0.07%	267

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 29.2% 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

Independent Financial Group's TSPA Position: Q2 2026 in Review

Independent Financial Group increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 19% in Q2 2026, buying an estimated $1.81M and bringing the position to 245,872 shares worth $11.7M. The position accounts for 0.22% of the portfolio, ranked #84.

Independent Financial Group first reported a position in TSPA in Q3 2024 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Independent Financial Group held 245,872 shares of T. Rowe Price US Equity Research ETF worth $11.7M as of Q2 2026.
Independent Financial Group bought 39,375 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $1.81M.
T. Rowe Price US Equity Research ETF made up 0.22% of Independent Financial Group's portfolio in Q2 2026, its #84 holding.
Independent Financial Group first reported a position in T. Rowe Price US Equity Research ETF in Q3 2024 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.