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Twin Peaks Wealth Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Twin Peaks Wealth 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 		$103K Buy
+2,525
New +$108K 0.03% 286

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 $29.2B AUM 22.81% 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 $331M AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $2.93B AUM 22.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's TSPA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in T. Rowe Price US Equity Research ETF (TSPA) in Q1 2026: 2,525 shares worth $103K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,525 shares of T. Rowe Price US Equity Research ETF worth $103K as of Q1 2026.
  • T. Rowe Price US Equity Research ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • T. Rowe Price US Equity Research ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #286 holding.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.