Souders Financial Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Souders Financial Advisors’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13M	Buy	355,490 +9,511	+3%	+$360K	1.49%	18
2025 Q4	$12.4M	Buy	345,979 +8,126	+2%	+$288K	1.42%	17
2025 Q3	$11.9M	Sell	337,853 -157,308	-32%	-$5.36M	1.41%	19
2025 Q2	$16.2M	Buy	495,161 +39,853	+9%	+$1.22M	2.07%	14
2025 Q1	$13.9M	Buy	455,308 +290,989	+177%	+$9.45M	1.94%	14
2024 Q4	$5.3M	Buy	164,319 +11,649	+8%	+$388K	0.74%	34
2024 Q3	$4.96M	Buy	+152,670	New	+$4.76M	0.69%	37

Other funds holding TMSL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Souders Financial Advisors's TMSL Position: Q1 2026 in Review

Souders Financial Advisors increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 2.7% in Q1 2026, buying an estimated $360K and bringing the position to 355,490 shares worth $13M. The position accounts for 1.49% of the portfolio, ranked #18.

Souders Financial Advisors first reported a position in TMSL in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.2M in Q2 2025. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

Souders Financial Advisors held 355,490 shares of T. Rowe Price Small-Mid Cap ETF worth $13M as of Q1 2026.
Souders Financial Advisors bought 9,511 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $360K.
T. Rowe Price Small-Mid Cap ETF made up 1.49% of Souders Financial Advisors's portfolio in Q1 2026, its #18 holding.
Souders Financial Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
Souders Financial Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $16.2M in Q2 2025.
151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.