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United Advisor Group’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

United Advisor Group’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
Q3 		$1.98M Buy
40,944
+18,264
+81% +$876K 0.19% 135
2026
Q2 		$1.08M Buy
+22,680
New +$1.04M 0.11% 204

Other funds holding TSPA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Kickstand Ventures
Kickstand Ventures Pittsford, New York $570M AUM 14.77% 1-Year Est. Return
Alpha Financial Advisors
Alpha Financial Advisors Charlotte, North Carolina $380M AUM 11.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Prodigy Asset Management
Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

United Advisor Group's TSPA Position: Q3 2026 in Review

United Advisor Group increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 81% in Q3 2026, buying an estimated $876K and bringing the position to 40,944 shares worth $1.98M. The position accounts for 0.19% of the portfolio, ranked #135.

United Advisor Group first reported a position in TSPA in Q2 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

  • United Advisor Group held 40,944 shares of T. Rowe Price US Equity Research ETF worth $1.98M as of Q3 2026.
  • United Advisor Group bought 18,264 T. Rowe Price US Equity Research ETF shares in Q3 2026, an estimated $876K.
  • T. Rowe Price US Equity Research ETF made up 0.19% of United Advisor Group's portfolio in Q3 2026, its #135 holding.
  • United Advisor Group first reported a position in T. Rowe Price US Equity Research ETF in Q2 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.