Welch Group’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Welch Group’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	$446K	Hold	9,238	–	–	0.02%	209
2026 Q2	$439K	Hold	9,238	–	–	0.02%	205
2026 Q1	$378K	Hold	9,238	–	–	0.01%	214
2025 Q4	$395K	Hold	9,238	–	–	0.02%	206
2025 Q3	$387K	Hold	9,238	–	–	0.02%	199
2025 Q2	$359K	Buy	+9,238	New	+$332K	0.02%	191

Other funds holding TSPA

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Welch Group's TSPA Position: Q3 2026 in Review

Welch Group held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q3 2026 at 9,238 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #209.

Welch Group first reported a position in TSPA in Q2 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

Welch Group held 9,238 shares of T. Rowe Price US Equity Research ETF worth $446K as of Q3 2026.
Welch Group left its T. Rowe Price US Equity Research ETF share count unchanged in Q3 2026.
T. Rowe Price US Equity Research ETF made up 0.02% of Welch Group's portfolio in Q3 2026, its #209 holding.
Welch Group first reported a position in T. Rowe Price US Equity Research ETF in Q2 2025 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.