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

Platt 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 		$3.28M Buy
69,042
+1,328
+2% +$60.9K 2.64% 13
2026
Q1 		$2.77M Sell
67,714
-717
-1% -$30.6K 2.7% 14
2025
Q4 		$2.93M Buy
+68,431
New +$2.91M 2.9% 13

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 29.2% 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

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

Platt Wealth Management increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 2% in Q2 2026, buying an estimated $60.9K and bringing the position to 69,042 shares worth $3.28M. The position accounts for 2.64% of the portfolio, ranked #13.

Platt Wealth Management first reported a position in TSPA in Q4 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Platt Wealth Management held 69,042 shares of T. Rowe Price US Equity Research ETF worth $3.28M as of Q2 2026.
  • Platt Wealth Management bought 1,328 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $60.9K.
  • T. Rowe Price US Equity Research ETF made up 2.64% of Platt Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Platt Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q4 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Platt Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.