N.E.W. Advisory Services’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

N.E.W. Advisory Services’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	$16.3M	Buy	343,427 +4,333	+1%	+$199K	1.09%	21
2026 Q1	$13.9M	Buy	339,094 +164,940	+95%	+$7.05M	1.04%	21
2025 Q4	$7.45M	Buy	174,154 +147,936	+564%	+$6.29M	0.55%	33
2025 Q3	$1.1M	Buy	26,218 +26,118	+26,118%	+$1.05M	0.1%	75
2025 Q2	$3.89K	Sell	100 -3,100	-97%	-$112K	﹤0.01%	674
2025 Q1	$113K	Buy	+3,200	New	+$119K	0.01%	263

Other funds holding TSPA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWIA

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

FAM

Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

PAM

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

N.E.W. Advisory Services's TSPA Position: Q2 2026 in Review

N.E.W. Advisory Services increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 1.3% in Q2 2026, buying an estimated $199K and bringing the position to 343,427 shares worth $16.3M. The position accounts for 1.09% of the portfolio, ranked #21.

N.E.W. Advisory Services first reported a position in TSPA in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

N.E.W. Advisory Services held 343,427 shares of T. Rowe Price US Equity Research ETF worth $16.3M as of Q2 2026.
N.E.W. Advisory Services bought 4,333 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $199K.
T. Rowe Price US Equity Research ETF made up 1.09% of N.E.W. Advisory Services's portfolio in Q2 2026, its #21 holding.
N.E.W. Advisory Services first reported a position in T. Rowe Price US Equity Research ETF in Q1 2025 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.