UCFA
TSPA icon

United Capital Financial Advisors’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

United Capital 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 		$1.89M Sell
46,215
-9,740
-17% -$416K 0.01% 567
2025
Q4 		$2.39M Buy
+55,955
New +$2.38M 0.01% 490

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 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 $23.6B AUM 20.99% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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 $382M AUM 19.08% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

United Capital Financial Advisors's TSPA Position: Q1 2026 in Review

United Capital Financial Advisors reduced its T. Rowe Price US Equity Research ETF (TSPA) stake by 17% in Q1 2026, selling an estimated $416K and leaving 46,215 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #567.

United Capital Financial Advisors first reported a position in TSPA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.39M in Q4 2025. 119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

  • United Capital Financial Advisors held 46,215 shares of T. Rowe Price US Equity Research ETF worth $1.89M as of Q1 2026.
  • United Capital Financial Advisors sold 9,740 T. Rowe Price US Equity Research ETF shares in Q1 2026, an estimated $416K.
  • T. Rowe Price US Equity Research ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #567 holding.
  • United Capital Financial Advisors first reported a position in T. Rowe Price US Equity Research ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's T. Rowe Price US Equity Research ETF position peaked at $2.39M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.