N.E.W. Advisory Services’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.08M Buy
220,395
+219,389
+21,808% +$8.31M 0.6% 34
2025
Q4
$36.1K Buy
+1,006
New +$35.7K ﹤0.01% 402

Other funds holding TMSL

N.E.W. Advisory Services's TMSL Position: Q1 2026 in Review

N.E.W. Advisory Services increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 21,808% in Q1 2026, buying an estimated $8.31M and bringing the position to 220,395 shares worth $8.08M. The position accounts for 0.6% of the portfolio, ranked #34.

N.E.W. Advisory Services first reported a position in TMSL in Q4 2025 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

  • N.E.W. Advisory Services held 220,395 shares of T. Rowe Price Small-Mid Cap ETF worth $8.08M as of Q1 2026.
  • N.E.W. Advisory Services bought 219,389 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $8.31M.
  • T. Rowe Price Small-Mid Cap ETF made up 0.6% of N.E.W. Advisory Services's portfolio in Q1 2026, its #34 holding.
  • N.E.W. Advisory Services first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.