Sax Wealth Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Sax Wealth Advisors’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 Q3	$604K	Buy	12,511 +170	+1%	+$8.15K	0.02%	395
2026 Q2	$505K	Buy	+12,341	New	+$566K	0.02%	337

Other funds holding TSPA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sax Wealth Advisors's TSPA Position: Q3 2026 in Review

Sax Wealth Advisors increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 1.4% in Q3 2026, buying an estimated $8.15K and bringing the position to 12,511 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #395.

Sax Wealth Advisors first reported a position in TSPA in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

Sax Wealth Advisors held 12,511 shares of T. Rowe Price US Equity Research ETF worth $604K as of Q3 2026.
Sax Wealth Advisors bought 170 T. Rowe Price US Equity Research ETF shares in Q3 2026, an estimated $8.15K.
T. Rowe Price US Equity Research ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #395 holding.
Sax Wealth Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q2 2026 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.