PIS
TSPA icon

POM Investment Strategies’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

POM Investment Strategies’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
2025
Q1 		– Sell
-176
Closed -$6.51K – 363
2024
Q4 		$6.51K Sell
176
-63
-26% -$2.34K ﹤0.01% 202
2024
Q3 		$8.63K Hold
239
– – 0.01% 144
2024
Q2 		$8.22K Buy
+239
New +$7.86K 0.01% 194

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

POM Investment Strategies's TSPA Position: Q1 2025 in Review

POM Investment Strategies sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q1 2025, closing a stake of 176 shares — an estimated $6.51K sold.

POM Investment Strategies first reported a position in TSPA in Q2 2024 and held it in 3 quarters. The position peaked at $8.63K in Q3 2024. 83 funds tracked by Wall St. Rank hold TSPA as of Q1 2025.

  • POM Investment Strategies reported no remaining T. Rowe Price US Equity Research ETF position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 176 T. Rowe Price US Equity Research ETF shares in Q1 2025, an estimated $6.51K.
  • POM Investment Strategies first reported a position in T. Rowe Price US Equity Research ETF in Q2 2024 and held it in 3 quarters.
  • POM Investment Strategies's T. Rowe Price US Equity Research ETF position peaked at $8.63K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.