LongView Wealth Management’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

LongView Wealth Management’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 Q3	$9.9M	Buy	+204,236	New	+$9.8M	2.38%	9

Other funds holding TSPA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LongView Wealth Management's TSPA Position: Q3 2026 in Review

LongView Wealth Management opened a new position in T. Rowe Price US Equity Research ETF (TSPA) in Q3 2026: 204,236 shares worth $9.9M. The stake represents 2.38% of the portfolio and ranks #9 among its holdings.

28 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

LongView Wealth Management held 204,236 shares of T. Rowe Price US Equity Research ETF worth $9.9M as of Q3 2026.
T. Rowe Price US Equity Research ETF was a new LongView Wealth Management position in Q3 2026.
T. Rowe Price US Equity Research ETF made up 2.38% of LongView Wealth Management's portfolio in Q3 2026, its #9 holding.
28 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.