VisionPoint Advisory Group’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

VisionPoint Advisory 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	$886K	Hold	18,365	–	–	0.14%	159
2026 Q2	$873K	Buy	+18,365	New	+$842K	0.14%	164

Other funds holding TSPA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VisionPoint Advisory Group's TSPA Position: Q3 2026 in Review

VisionPoint Advisory Group held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q3 2026 at 18,365 shares worth $886K. The position accounts for 0.14% of the portfolio, ranked #159.

VisionPoint Advisory Group first reported a position in TSPA in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

VisionPoint Advisory Group held 18,365 shares of T. Rowe Price US Equity Research ETF worth $886K as of Q3 2026.
VisionPoint Advisory Group left its T. Rowe Price US Equity Research ETF share count unchanged in Q3 2026.
T. Rowe Price US Equity Research ETF made up 0.14% of VisionPoint Advisory Group's portfolio in Q3 2026, its #159 holding.
VisionPoint Advisory Group first reported a position in T. Rowe Price US Equity Research ETF in Q2 2026 and has held it in 2 quarters since.
29 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.