Stephens Inc’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Stephens Inc’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	$1.97M	Buy	41,413 +2,459	+6%	+$113K	0.02%	495
2026 Q1	$1.59M	Sell	38,954 -3,023	-7%	-$129K	0.02%	522
2025 Q4	$1.8M	Buy	41,977 +4,428	+12%	+$188K	0.02%	499
2025 Q3	$1.57M	Buy	37,549 +6,627	+21%	+$267K	0.02%	533
2025 Q2	$1.2M	Sell	30,922 -1,217	-4%	-$43.8K	0.02%	579
2025 Q1	$1.13M	Buy	32,139 +14,201	+79%	+$526K	0.02%	584
2024 Q4	$663K	Buy	+17,938	New	+$666K	0.01%	730

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 29.2% 1-Year Est. Return

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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 22.96% 1-Year Est. Return

Stephens Inc's TSPA Position: Q2 2026 in Review

Stephens Inc increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 6.3% in Q2 2026, buying an estimated $113K and bringing the position to 41,413 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #495.

Stephens Inc first reported a position in TSPA in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

Stephens Inc held 41,413 shares of T. Rowe Price US Equity Research ETF worth $1.97M as of Q2 2026.
Stephens Inc bought 2,459 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $113K.
T. Rowe Price US Equity Research ETF made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #495 holding.
Stephens Inc first reported a position in T. Rowe Price US Equity Research ETF in Q4 2024 and has held it in 7 quarters since.
137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.