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 Q2	–	Sell	-14,444	Closed	-$530K	–	416
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Legacy Capital Wealth Partners's TMSL Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of T. Rowe Price Small-Mid Cap ETF (TMSL) in Q2 2026, closing a stake of 14,444 shares — an estimated $530K sold.

Legacy Capital Wealth Partners first reported a position in TMSL in Q4 2024 and held it in 5 quarters. The position peaked at $530K in Q1 2026. 167 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining T. Rowe Price Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 14,444 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $530K.
Legacy Capital Wealth Partners first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and held it in 5 quarters.
Legacy Capital Wealth Partners's T. Rowe Price Small-Mid Cap ETF position peaked at $530K in Q1 2026.
167 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.