Prospera Financial Services’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Prospera Financial 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	$1.96M	Buy	41,156 +12,763	+45%	+$585K	0.03%	526
2026 Q1	$1.16M	Buy	28,393 +7,077	+33%	+$302K	0.02%	657
2025 Q4	$913K	Buy	21,316 +1,036	+5%	+$44.1K	0.02%	705
2025 Q3	$850K	Buy	20,280 +3,278	+19%	+$132K	0.01%	746
2025 Q2	$661K	Sell	17,002 -70,317	-81%	-$2.53M	0.01%	810
2025 Q1	$3.07M	Buy	87,319 +72,786	+501%	+$2.7M	0.07%	287
2024 Q4	$537K	Buy	+14,533	New	+$539K	0.01%	724

Other funds holding TSPA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

Prospera Financial Services's TSPA Position: Q2 2026 in Review

Prospera Financial Services increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 45% in Q2 2026, buying an estimated $585K and bringing the position to 41,156 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #526.

Prospera Financial Services first reported a position in TSPA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q1 2025. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Prospera Financial Services held 41,156 shares of T. Rowe Price US Equity Research ETF worth $1.96M as of Q2 2026.
Prospera Financial Services bought 12,763 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $585K.
T. Rowe Price US Equity Research ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #526 holding.
Prospera Financial Services first reported a position in T. Rowe Price US Equity Research ETF in Q4 2024 and has held it in 7 quarters since.
Prospera Financial Services's T. Rowe Price US Equity Research ETF position peaked at $3.07M in Q1 2025.
137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.