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Tobias Financial Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Tobias Financial Advisors’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 		$1.2M Hold
25,346
– – 0.15% 68
2026
Q1 		$1.04M Hold
25,346
– – 0.14% 69
2025
Q4 		$1.08M Hold
25,346
– – 0.15% 71
2025
Q3 		$1.06M Buy
25,346
+358
+1% +$14.4K 0.16% 66
2025
Q2 		$972K Buy
+24,988
New +$899K 0.17% 68

Other funds holding TSPA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AF
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tobias Financial Advisors's TSPA Position: Q2 2026 in Review

Tobias Financial Advisors held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q2 2026 at 25,346 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #68.

Tobias Financial Advisors first reported a position in TSPA in Q2 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Tobias Financial Advisors held 25,346 shares of T. Rowe Price US Equity Research ETF worth $1.2M as of Q2 2026.
  • Tobias Financial Advisors left its T. Rowe Price US Equity Research ETF share count unchanged in Q2 2026.
  • T. Rowe Price US Equity Research ETF made up 0.15% of Tobias Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Tobias Financial Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.