Legacy Capital Wealth Partners’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Legacy Capital Wealth 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 Q1	$530K	Buy	14,444 +8,272	+134%	+$313K	0.11%	195
2025 Q4	$222K	Sell	6,172 -353	-5%	-$12.5K	0.05%	346
2025 Q3	$229K	Buy	+6,525	New	+$222K	0.05%	346
2025 Q2	–	Sell	-8,881	Closed	-$271K	–	395
2025 Q1	$271K	Buy	8,881 +21	+0.2%	+$682	0.07%	297
2024 Q4	$286K	Buy	+8,860	New	+$295K	0.07%	280

Other funds holding TMSL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Legacy Capital Wealth Partners's TMSL Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 134% in Q1 2026, buying an estimated $313K and bringing the position to 14,444 shares worth $530K. The position accounts for 0.11% of the portfolio, ranked #195.

Legacy Capital Wealth Partners first reported a position in TMSL in Q4 2024 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

Legacy Capital Wealth Partners held 14,444 shares of T. Rowe Price Small-Mid Cap ETF worth $530K as of Q1 2026.
Legacy Capital Wealth Partners bought 8,272 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $313K.
T. Rowe Price Small-Mid Cap ETF made up 0.11% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #195 holding.
Legacy Capital Wealth Partners first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 5 quarters since.
151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.