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Seamount Financial Group’s T. Rowe Price Growth ETF TGRT Stock Holding History

Seamount Financial Group’s Portfolio TGRT Stock Details TGRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,872
Closed -$260K – 101
2024
Q4 		$260K Sell
6,872
-1,122
-14% -$42.1K 0.18% 94
2024
Q3 		$287K Buy
7,994
+384
+5% +$13.3K 0.22% 85
2024
Q2 		$265K Hold
7,610
– – 0.22% 80
2024
Q1 		$246K Buy
+7,610
New +$234K 0.22% 81

Other funds holding TGRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seamount Financial Group's TGRT Position: Q1 2025 in Review

Seamount Financial Group sold out of T. Rowe Price Growth ETF (TGRT) in Q1 2025, closing a stake of 6,872 shares — an estimated $260K sold.

Seamount Financial Group first reported a position in TGRT in Q1 2024 and held it in 4 quarters. The position peaked at $287K in Q3 2024. 24 funds tracked by Wall St. Rank hold TGRT as of Q1 2025.

  • Seamount Financial Group reported no remaining T. Rowe Price Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Seamount Financial Group sold 6,872 T. Rowe Price Growth ETF shares in Q1 2025, an estimated $260K.
  • Seamount Financial Group first reported a position in T. Rowe Price Growth ETF in Q1 2024 and held it in 4 quarters.
  • Seamount Financial Group's T. Rowe Price Growth ETF position peaked at $287K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held T. Rowe Price Growth ETF as of Q1 2025.

Based on Seamount Financial Group's 13F filing for Q1 2025, filed 30 Apr 2025.