Marshall Financial Group (Maryland)’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Marshall Financial Group (Maryland)’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	$5.49M	Buy	115,475 +2,805	+2%	+$129K	0.8%	23
2026 Q1	$4.61M	Sell	112,670 -1,340	-1%	-$57.2K	0.74%	24
2025 Q4	$4.88M	Buy	114,010 +12,360	+12%	+$526K	0.95%	21
2025 Q3	$4.26M	Buy	101,650 +1,599	+2%	+$64.5K	0.83%	24
2025 Q2	$3.91M	Buy	100,051 +2,384	+2%	+$85.8K	0.77%	21
2025 Q1	$3.43M	Buy	+97,667	New	+$3.62M	0.75%	24

Other funds holding TSPA

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

HFS

Hopwood Financial Services Reston, Virginia $173M AUM 23.42% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

4WM

4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall Financial Group (Maryland)'s TSPA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 2.5% in Q2 2026, buying an estimated $129K and bringing the position to 115,475 shares worth $5.49M. The position accounts for 0.8% of the portfolio, ranked #23.

Marshall Financial Group (Maryland) first reported a position in TSPA in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Marshall Financial Group (Maryland) held 115,475 shares of T. Rowe Price US Equity Research ETF worth $5.49M as of Q2 2026.
Marshall Financial Group (Maryland) bought 2,805 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $129K.
T. Rowe Price US Equity Research ETF made up 0.8% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #23 holding.
Marshall Financial Group (Maryland) first reported a position in T. Rowe Price US Equity Research ETF in Q1 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.