Wealth Enhancement Advisory Services’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$26.6M	Buy	649,541 +62,881	+11%	+$2.69M	0.04%	401
2026 Q2	$25.3M	Buy	586,660 +63,280	+12%	+$2.58M	0.04%	372
2026 Q1	$19.3M	Sell	523,380 -375,343	-42%	-$14.2M	0.04%	409
2025 Q4	$33.6M	Buy	898,723 +66,565	+8%	+$2.36M	0.05%	336
2025 Q3	$29.2M	Buy	832,158 +50,700	+6%	+$1.73M	0.04%	347
2025 Q2	$26.2M	Buy	781,458 +57,043	+8%	+$1.75M	0.04%	354
2025 Q1	$22.1M	Buy	724,415 +667,295	+1,168%	+$21.7M	0.04%	368
2024 Q4	$1.84M	Buy	+57,120	New	+$1.9M	﹤0.01%	1221

Other funds holding TMSL

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's TMSL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 11% in Q3 2026, buying an estimated $2.69M and bringing the position to 649,541 shares worth $26.6M. The position accounts for 0.04% of the portfolio, ranked #401.

Wealth Enhancement Advisory Services first reported a position in TMSL in Q4 2024 and has held it in 8 quarters since. The position peaked at $33.6M in Q4 2025. 60 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

Wealth Enhancement Advisory Services held 649,541 shares of T. Rowe Price Small-Mid Cap ETF worth $26.6M as of Q3 2026.
Wealth Enhancement Advisory Services bought 62,881 T. Rowe Price Small-Mid Cap ETF shares in Q3 2026, an estimated $2.69M.
T. Rowe Price Small-Mid Cap ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #401 holding.
Wealth Enhancement Advisory Services first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's T. Rowe Price Small-Mid Cap ETF position peaked at $33.6M in Q4 2025.
60 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.