Wealth Enhancement Advisory Services’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Wealth Enhancement Advisory Services’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	$3.4M	Buy	69,310 +13,315	+24%	+$639K	0.01%	1335
2026 Q2	$2.67M	Buy	55,995 +12,548	+29%	+$575K	﹤0.01%	1387
2026 Q1	$1.79M	Sell	43,447 -35,409	-45%	-$1.51M	﹤0.01%	1453
2025 Q4	$3.42M	Buy	78,856 +9,558	+14%	+$406K	﹤0.01%	1212
2025 Q3	$2.92M	Buy	69,298 +23,153	+50%	+$934K	﹤0.01%	1234
2025 Q2	$1.82M	Buy	46,145 +3,521	+8%	+$127K	﹤0.01%	1404
2025 Q1	$1.5M	Buy	42,624 +11,629	+38%	+$431K	﹤0.01%	1390
2024 Q4	$1.15M	Buy	30,995 +7,740	+33%	+$287K	﹤0.01%	1460
2024 Q3	$840K	Sell	23,255 -1,236	-5%	-$43K	﹤0.01%	1494
2024 Q2	$842K	Sell	24,491 -435	-2%	-$14.3K	﹤0.01%	1362
2024 Q1	$818K	Buy	24,926 +11,246	+82%	+$349K	﹤0.01%	1329
2023 Q4	$402K	Buy	+13,680	New	+$376K	﹤0.01%	1640

Other funds holding TSPA

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

CCM

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

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 24% in Q3 2026, buying an estimated $639K and bringing the position to 69,310 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #1335.

Wealth Enhancement Advisory Services first reported a position in TSPA in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.42M in Q4 2025. 16 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

Wealth Enhancement Advisory Services held 69,310 shares of T. Rowe Price US Equity Research ETF worth $3.4M as of Q3 2026.
Wealth Enhancement Advisory Services bought 13,315 T. Rowe Price US Equity Research ETF shares in Q3 2026, an estimated $639K.
T. Rowe Price US Equity Research ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1335 holding.
Wealth Enhancement Advisory Services first reported a position in T. Rowe Price US Equity Research ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's T. Rowe Price US Equity Research ETF position peaked at $3.42M in Q4 2025.
16 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

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