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Strategic Wealth Partners’s T. Rowe Price Growth ETF TGRT Stock Holding History

Strategic Wealth Partners’s Portfolio TGRT Stock Details TGRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.9K Hold
810
– – ﹤0.01% 604
2025
Q4 		$35.9K Sell
810
-2,902
-78% -$128K ﹤0.01% 576
2025
Q3 		$162K Buy
+3,712
New +$155K 0.01% 363

Other funds holding TGRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return

Strategic Wealth Partners's TGRT Position: Q1 2026 in Review

Strategic Wealth Partners held its T. Rowe Price Growth ETF (TGRT) position steady in Q1 2026 at 810 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Strategic Wealth Partners first reported a position in TGRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $162K in Q3 2025. 38 funds tracked by Wall St. Rank hold TGRT as of Q1 2026.

  • Strategic Wealth Partners held 810 shares of T. Rowe Price Growth ETF worth $31.9K as of Q1 2026.
  • Strategic Wealth Partners left its T. Rowe Price Growth ETF share count unchanged in Q1 2026.
  • T. Rowe Price Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #604 holding.
  • Strategic Wealth Partners first reported a position in T. Rowe Price Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's T. Rowe Price Growth ETF position peaked at $162K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held T. Rowe Price Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.