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Triangle Securities Wealth Management’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Triangle Securities Wealth Management’s Portfolio TEQI Stock Details TEQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Buy
19,863
+1,159
+6% +$56.4K 0.2% 108
2026
Q1 		$842K Buy
18,704
+1,221
+7% +$56.6K 0.19% 114
2025
Q4 		$790K Buy
17,483
+1,984
+13% +$87.5K 0.17% 125
2025
Q3 		$680K Buy
15,499
+1,089
+8% +$47K 0.15% 139
2025
Q2 		$613K Buy
14,410
+7,543
+110% +$307K 0.15% 140
2025
Q1 		$288K Buy
+6,867
New +$288K 0.07% 183
2024
Q4 		– Sell
-4,813
Closed -$201K – 206
2024
Q3 		$201K Buy
+4,813
New +$195K 0.05% 198

Other funds holding TEQI

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Triangle Securities Wealth Management's TEQI Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its T. Rowe Price Equity Income ETF (TEQI) stake by 6.2% in Q2 2026, buying an estimated $56.4K and bringing the position to 19,863 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #108.

Triangle Securities Wealth Management first reported a position in TEQI in Q3 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold TEQI as of Q2 2026.

  • Triangle Securities Wealth Management held 19,863 shares of T. Rowe Price Equity Income ETF worth $1M as of Q2 2026.
  • Triangle Securities Wealth Management bought 1,159 T. Rowe Price Equity Income ETF shares in Q2 2026, an estimated $56.4K.
  • T. Rowe Price Equity Income ETF made up 0.2% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Triangle Securities Wealth Management first reported a position in T. Rowe Price Equity Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.