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Stratos Wealth Advisors’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Stratos Wealth Advisors’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Sell
9,084
-2,951
-25% -$140K 0.02% 431
2025
Q4 		$600K Sell
12,035
-2,222
-16% -$110K 0.03% 399
2025
Q3 		$697K Sell
14,257
-3,737
-21% -$176K 0.03% 387
2025
Q2 		$816K Sell
17,994
-6,750
-27% -$274K 0.04% 345
2025
Q1 		$942K Sell
24,744
-10,513
-30% -$438K 0.05% 307
2024
Q4 		$1.48M Sell
35,257
-788
-2% -$32.8K 0.07% 266
2024
Q3 		$1.43M Buy
36,045
+274
+0.8% +$10.5K 0.07% 296
2024
Q2 		$1.39M Sell
35,771
-197
-0.5% -$7.11K 0.07% 279
2024
Q1 		$1.27M Buy
35,968
+7,907
+28% +$265K 0.08% 286
2023
Q4 		$868K Buy
+28,061
New +$813K 0.05% 355

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return