KV
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Kickstand Ventures’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Kickstand Ventures’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
2024
Q1 		– Sell
-6,847
Closed -$201K – 105
2023
Q4 		$201K Sell
6,847
-16,860
-71% -$464K 0.06% 95
2023
Q3 		$624K Buy
+23,707
New +$645K 0.19% 57

Other funds holding TSPA

PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
EFH
Eaton Financial Holdings Coral Springs, Florida $305M AUM 19.03% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Kickstand Ventures's TSPA Position: Q1 2024 in Review

Kickstand Ventures sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q1 2024, closing a stake of 6,847 shares — an estimated $201K sold.

Kickstand Ventures first reported a position in TSPA in Q3 2023 and held it in 2 quarters. The position peaked at $624K in Q3 2023. 17 funds tracked by Wall St. Rank hold TSPA as of Q1 2024.

  • Kickstand Ventures reported no remaining T. Rowe Price US Equity Research ETF position as of Q1 2024 after selling out during the quarter.
  • Kickstand Ventures sold 6,847 T. Rowe Price US Equity Research ETF shares in Q1 2024, an estimated $201K.
  • Kickstand Ventures first reported a position in T. Rowe Price US Equity Research ETF in Q3 2023 and held it in 2 quarters.
  • Kickstand Ventures's T. Rowe Price US Equity Research ETF position peaked at $624K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2024.

Based on Kickstand Ventures's 13F filing for Q1 2024, filed 14 May 2024.