SK Wealth Management’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

SK Wealth Management’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 Q1	$396K	Sell	9,539 -6,241	-40%	-$267K	0.11%	55
2025 Q4	$690K	Sell	15,780 -27,255	-63%	-$1.16M	0.19%	46
2025 Q3	$1.82M	Sell	43,035 -10,720	-20%	-$432K	0.68%	27
2025 Q2	$2.11M	Buy	53,755 +3,172	+6%	+$114K	0.92%	22
2025 Q1	$1.64M	Buy	+50,583	New	+$1.87M	0.88%	21

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

PWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AFA

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

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

SK Wealth Management's TSPA Position: Q1 2026 in Review

SK Wealth Management reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 40% in Q1 2026, selling an estimated $267K and leaving 9,539 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #55.

SK Wealth Management first reported a position in TSPA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.11M in Q2 2025. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

SK Wealth Management held 9,539 shares of T. Rowe Price US Equity Research ETF worth $396K as of Q1 2026.
SK Wealth Management sold 6,241 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $267K.
T. Rowe Price US Equity Research ETF made up 0.11% of SK Wealth Management's portfolio in Q1 2026, its #55 holding.
SK Wealth Management first reported a position in T. Rowe Price US Equity Research ETF in Q1 2025 and has held it in 5 quarters since.
SK Wealth Management's T. Rowe Price US Equity Research ETF position peaked at $2.11M in Q2 2025.
119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.