Walkner Condon Financial Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Walkner Condon Financial Advisors’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
2026 Q2	$319K	Buy	7,280 +310	+4%	+$12.7K	0.04%	252
2026 Q1	$256K	Buy	6,970 +1,015	+17%	+$38.4K	0.03%	274
2025 Q4	$214K	Buy	+5,955	New	+$211K	0.03%	289
2025 Q2	–	Sell	-9,725	Closed	-$296K	–	288
2025 Q1	$296K	Sell	9,725 -342	-3%	-$11.1K	0.06%	201
2024 Q4	$325K	Buy	+10,067	New	+$335K	0.07%	206

Other funds holding TMSL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Walkner Condon Financial Advisors's TMSL Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 4.4% in Q2 2026, buying an estimated $12.7K and bringing the position to 7,280 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #252.

Walkner Condon Financial Advisors first reported a position in TMSL in Q4 2024 and has held it in 5 quarters since. The position peaked at $325K in Q4 2024. 167 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Walkner Condon Financial Advisors held 7,280 shares of T. Rowe Price Small-Mid Cap ETF worth $319K as of Q2 2026.
Walkner Condon Financial Advisors bought 310 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $12.7K.
T. Rowe Price Small-Mid Cap ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #252 holding.
Walkner Condon Financial Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 5 quarters since.
Walkner Condon Financial Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $325K in Q4 2024.
167 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.