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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
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

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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 22.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Tobias Financial Advisors's TSPA Position: Q1 2026 in Review

Tobias Financial Advisors held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q1 2026 at 25,346 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #69.

Tobias Financial Advisors first reported a position in TSPA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

  • Tobias Financial Advisors held 25,346 shares of T. Rowe Price US Equity Research ETF worth $1.04M as of Q1 2026.
  • Tobias Financial Advisors left its T. Rowe Price US Equity Research ETF share count unchanged in Q1 2026.
  • T. Rowe Price US Equity Research ETF made up 0.14% of Tobias Financial Advisors's portfolio in Q1 2026, its #69 holding.
  • Tobias Financial Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 4 quarters since.
  • Tobias Financial Advisors's T. Rowe Price US Equity Research ETF position peaked at $1.08M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.