Tyler-Stone Wealth Management’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Tyler-Stone Wealth Management’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.21M	Sell	67,259 -3,017	-4%	-$92.7K	0.36%	54
2025 Q1	$2.14M	Buy	70,276 +38,344	+120%	+$1.25M	0.38%	55
2024 Q4	$1.03M	Buy	31,932 +3,102	+11%	+$103K	0.18%	105
2024 Q3	$936K	Buy	+28,830	New	+$899K	0.18%	115

Other funds holding TMSL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tyler-Stone Wealth Management's TMSL Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 4.3% in Q2 2025, selling an estimated $92.7K and leaving 67,259 shares worth $2.21M. The position accounts for 0.36% of the portfolio, ranked #54.

Tyler-Stone Wealth Management first reported a position in TMSL in Q3 2024 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold TMSL as of Q2 2025.

Tyler-Stone Wealth Management held 67,259 shares of T. Rowe Price Small-Mid Cap ETF worth $2.21M as of Q2 2025.
Tyler-Stone Wealth Management sold 3,017 T. Rowe Price Small-Mid Cap ETF shares in Q2 2025, an estimated $92.7K.
T. Rowe Price Small-Mid Cap ETF made up 0.36% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #54 holding.
Tyler-Stone Wealth Management first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2024 and has held it in 4 quarters since.
96 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.