WA
TTEQ

Waverly Advisors’s T. Rowe Price Technology ETF TTEQ Stock Holding History

Waverly Advisors’s Portfolio TTEQ Stock Details TTEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,234
Closed -$203K – 1680
2025
Q4 		$203K Buy
+6,234
New +$205K ﹤0.01% 1382

Other funds holding TTEQ

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Waverly Advisors's TTEQ Position: Q1 2026 in Review

Waverly Advisors sold out of T. Rowe Price Technology ETF (TTEQ) in Q1 2026, closing a stake of 6,234 shares — an estimated $203K sold.

Waverly Advisors first reported a position in TTEQ in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 30 funds tracked by Wall St. Rank hold TTEQ as of Q1 2026.

  • Waverly Advisors reported no remaining T. Rowe Price Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 6,234 T. Rowe Price Technology ETF shares in Q1 2026, an estimated $203K.
  • Waverly Advisors first reported a position in T. Rowe Price Technology ETF in Q4 2025 and held it in 1 quarter.
  • Waverly Advisors's T. Rowe Price Technology ETF position peaked at $203K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held T. Rowe Price Technology ETF as of Q1 2026.

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