SWA
TSPA icon

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
Q2 		$505K Buy
+12,341
New +$566K 0.02% 337

Other funds holding TSPA

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Sax Wealth Advisors's TSPA Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in T. Rowe Price US Equity Research ETF (TSPA) in Q2 2026: 12,341 shares worth $505K. The stake represents 0.02% of the portfolio and ranks #337 among its holdings.

25 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Sax Wealth Advisors held 12,341 shares of T. Rowe Price US Equity Research ETF worth $505K as of Q2 2026.
  • T. Rowe Price US Equity Research ETF was a new Sax Wealth Advisors position in Q2 2026.
  • T. Rowe Price US Equity Research ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #337 holding.
  • 25 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.