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 Q2	$454K	Sell	9,317 -222	-2%	-$10.2K	0.1%	55
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SK Wealth Management's TSPA Position: Q2 2026 in Review

SK Wealth Management reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 2.3% in Q2 2026, selling an estimated $10.2K and leaving 9,317 shares worth $454K. The position accounts for 0.1% of the portfolio, ranked #55.

SK Wealth Management first reported a position in TSPA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.11M in Q2 2025. 138 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

SK Wealth Management held 9,317 shares of T. Rowe Price US Equity Research ETF worth $454K as of Q2 2026.
SK Wealth Management sold 222 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $10.2K.
T. Rowe Price US Equity Research ETF made up 0.1% of SK Wealth Management's portfolio in Q2 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 6 quarters since.
SK Wealth Management's T. Rowe Price US Equity Research ETF position peaked at $2.11M in Q2 2025.
138 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.