Prospera Financial Services’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Prospera Financial Services’s Portfolio TCHP Stock Details TCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$760K	Sell	15,167 -186	-1%	-$9.28K	0.01%	882
2026 Q1	$678K	Sell	15,353 -86,705	-85%	-$4.1M	0.01%	881
2025 Q4	$5.09M	Buy	102,058 +9,891	+11%	+$489K	0.08%	242
2025 Q3	$4.51M	Buy	92,167 +85,015	+1,189%	+$4M	0.08%	273
2025 Q2	$324K	Sell	7,152 -61,265	-90%	-$2.49M	0.01%	1075
2025 Q1	$2.61M	Buy	68,417 +61,681	+916%	+$2.57M	0.06%	330
2024 Q4	$284K	Buy	6,736 +1,359	+25%	+$56.5K	0.01%	954
2024 Q3	$213K	Buy	+5,377	New	+$206K	0.01%	1056

Other funds holding TCHP

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $160M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return