JFS Wealth Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

JFS Wealth Advisors’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	–	Sell	-660	Closed	-$27K	–	2296
2026 Q1	$27K	Sell	660 -404	-38%	-$17.3K	﹤0.01%	669
2025 Q4	$45.5K	Buy	1,064 +404	+61%	+$17.2K	﹤0.01%	546
2025 Q3	$27.7K	Buy	+660	New	+$26.6K	﹤0.01%	625
2025 Q2	–	Sell	-1,546	Closed	-$54.4K	–	1965
2025 Q1	$54.4K	Buy	+1,546	New	+$57.3K	﹤0.01%	451

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 29.18% 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

JFS Wealth Advisors's TSPA Position: Q2 2026 in Review

JFS Wealth Advisors sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q2 2026, closing a stake of 660 shares — an estimated $27K sold.

JFS Wealth Advisors first reported a position in TSPA in Q1 2025 and held it in 4 quarters. The position peaked at $54.4K in Q1 2025. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

JFS Wealth Advisors reported no remaining T. Rowe Price US Equity Research ETF position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 660 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $27K.
JFS Wealth Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q1 2025 and held it in 4 quarters.
JFS Wealth Advisors's T. Rowe Price US Equity Research ETF position peaked at $54.4K in Q1 2025.
137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.