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 Q2	$15.3M	Sell	348,557 -6,933	-2%	-$283K	1.54%	21
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Souders Financial Advisors's TMSL Position: Q2 2026 in Review

Souders Financial Advisors reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 2% in Q2 2026, selling an estimated $283K and leaving 348,557 shares worth $15.3M. The position accounts for 1.54% of the portfolio, ranked #21.

Souders Financial Advisors first reported a position in TMSL in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.2M in Q2 2025. 165 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Souders Financial Advisors held 348,557 shares of T. Rowe Price Small-Mid Cap ETF worth $15.3M as of Q2 2026.
Souders Financial Advisors sold 6,933 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $283K.
T. Rowe Price Small-Mid Cap ETF made up 1.54% of Souders Financial Advisors's portfolio in Q2 2026, its #21 holding.
Souders Financial Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
Souders Financial Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $16.2M in Q2 2025.
165 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.