Moneta Group Investment Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Moneta Group Investment Advisors’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	$277K	Sell	6,319 -747	-11%	-$30.5K	﹤0.01%	715
2026 Q1	$259K	Sell	7,066 -845	-11%	-$32K	﹤0.01%	674
2025 Q4	$284K	Buy	7,911 +443	+6%	+$15.7K	﹤0.01%	646
2025 Q3	$263K	Buy	+7,468	New	+$254K	﹤0.01%	659

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

Moneta Group Investment Advisors's TMSL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 11% in Q2 2026, selling an estimated $30.5K and leaving 6,319 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Moneta Group Investment Advisors first reported a position in TMSL in Q3 2025 and has held it in 4 quarters since. The position peaked at $284K in Q4 2025. 167 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Moneta Group Investment Advisors held 6,319 shares of T. Rowe Price Small-Mid Cap ETF worth $277K as of Q2 2026.
Moneta Group Investment Advisors sold 747 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $30.5K.
T. Rowe Price Small-Mid Cap ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #715 holding.
Moneta Group Investment Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
Moneta Group Investment Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $284K in Q4 2025.
167 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.