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 Q2	$25.3M	Buy	586,660 +63,280	+12%	+$2.58M	0.04%	371
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

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's TMSL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 12% in Q2 2026, buying an estimated $2.58M and bringing the position to 586,660 shares worth $25.3M. The position accounts for 0.04% of the portfolio, ranked #371.

Wealth Enhancement Advisory Services first reported a position in TMSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.6M in Q4 2025. 15 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Wealth Enhancement Advisory Services held 586,660 shares of T. Rowe Price Small-Mid Cap ETF worth $25.3M as of Q2 2026.
Wealth Enhancement Advisory Services bought 63,280 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $2.58M.
T. Rowe Price Small-Mid Cap ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #371 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 7 quarters since.
Wealth Enhancement Advisory Services's T. Rowe Price Small-Mid Cap ETF position peaked at $33.6M in Q4 2025.
15 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.