Sigma Planning Corp’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Sigma Planning Corp’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
2025 Q2	–	Sell	-46,947	Closed	-$1.65M	–	1334
2025 Q1	$1.65M	Sell	46,947 -5,262	-10%	-$195K	0.05%	336
2024 Q4	$1.93M	Buy	52,209 +3,121	+6%	+$116K	0.06%	291
2024 Q3	$1.77M	Sell	49,088 -10,257	-17%	-$357K	0.05%	321
2024 Q2	$2.04M	Buy	59,345 +1,721	+3%	+$56.6K	0.06%	288
2024 Q1	$1.89M	Buy	57,624 +29,328	+104%	+$910K	0.06%	330
2023 Q4	$832K	Sell	28,296 -6,016	-18%	-$165K	0.07%	307
2023 Q3	$902K	Buy	+34,312	New	+$934K	0.03%	492

Other funds holding TSPA

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

Sigma Planning Corp's TSPA Position: Q2 2025 in Review

Sigma Planning Corp sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q2 2025, closing a stake of 46,947 shares — an estimated $1.65M sold.

Sigma Planning Corp first reported a position in TSPA in Q3 2023 and held it in 7 quarters. The position peaked at $2.04M in Q2 2024. 102 funds tracked by Wall St. Rank hold TSPA as of Q2 2025.

Sigma Planning Corp reported no remaining T. Rowe Price US Equity Research ETF position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 46,947 T. Rowe Price US Equity Research ETF shares in Q2 2025, an estimated $1.65M.
Sigma Planning Corp first reported a position in T. Rowe Price US Equity Research ETF in Q3 2023 and held it in 7 quarters.
Sigma Planning Corp's T. Rowe Price US Equity Research ETF position peaked at $2.04M in Q2 2024.
102 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.