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JFS Wealth Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

JFS Wealth Advisors’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
2025
Q3 		– Sell
-1,665
Closed -$54.6K – 1940
2025
Q2 		$54.6K Hold
1,665
– – ﹤0.01% 458
2025
Q1 		$50.8K Hold
1,665
– – ﹤0.01% 469
2024
Q4 		$53.7K Buy
+1,665
New +$55.4K ﹤0.01% 449

Other funds holding TMSL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
KCM
Kendall Capital Management Rockville, Maryland $488M AUM 28.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JFS Wealth Advisors's TMSL Position: Q3 2025 in Review

JFS Wealth Advisors sold out of T. Rowe Price Small-Mid Cap ETF (TMSL) in Q3 2025, closing a stake of 1,665 shares — an estimated $54.6K sold.

JFS Wealth Advisors first reported a position in TMSL in Q4 2024 and held it in 3 quarters. The position peaked at $54.6K in Q2 2025. 108 funds tracked by Wall St. Rank hold TMSL as of Q3 2025.

  • JFS Wealth Advisors reported no remaining T. Rowe Price Small-Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,665 T. Rowe Price Small-Mid Cap ETF shares in Q3 2025, an estimated $54.6K.
  • JFS Wealth Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and held it in 3 quarters.
  • JFS Wealth Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $54.6K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.