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

Mascoma 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
Q2 		– Sell
-2,644
Closed -$108K – 633
2026
Q1 		$108K Buy
+2,644
New +$113K 0.02% 128

Other funds holding TSPA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mascoma Wealth Management's TSPA Position: Q2 2026 in Review

Mascoma Wealth Management sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q2 2026, closing a stake of 2,644 shares — an estimated $108K sold.

Mascoma Wealth Management first reported a position in TSPA in Q1 2026 and held it in 1 quarter. The position peaked at $108K in Q1 2026. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Mascoma Wealth Management reported no remaining T. Rowe Price US Equity Research ETF position as of Q2 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 2,644 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $108K.
  • Mascoma Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q1 2026 and held it in 1 quarter.
  • Mascoma Wealth Management's T. Rowe Price US Equity Research ETF position peaked at $108K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.