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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

Moneta Group Investment Advisors's TMSL Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 11% in Q1 2026, selling an estimated $32K and leaving 7,066 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Moneta Group Investment Advisors first reported a position in TMSL in Q3 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

  • Moneta Group Investment Advisors held 7,066 shares of T. Rowe Price Small-Mid Cap ETF worth $259K as of Q1 2026.
  • Moneta Group Investment Advisors sold 845 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $32K.
  • T. Rowe Price Small-Mid Cap ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #674 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 3 quarters since.
  • Moneta Group Investment Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $284K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.