James T. Borello RIA’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

James T. Borello RIA’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	$201K	Hold	4,164	–	–	0.04%	112
2026 Q2	$198K	Hold	4,164	–	–	0.04%	115
2026 Q1	$170K	Hold	4,164	–	–	0.04%	114
2025 Q4	$178K	Buy	+4,164	New	+$177K	0.05%	106

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

James T. Borello RIA's TSPA Position: Q3 2026 in Review

James T. Borello RIA held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q3 2026 at 4,164 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #112.

James T. Borello RIA first reported a position in TSPA in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold TSPA as of Q3 2026.

James T. Borello RIA held 4,164 shares of T. Rowe Price US Equity Research ETF worth $201K as of Q3 2026.
James T. Borello RIA left its T. Rowe Price US Equity Research ETF share count unchanged in Q3 2026.
T. Rowe Price US Equity Research ETF made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #112 holding.
James T. Borello RIA first reported a position in T. Rowe Price US Equity Research ETF in Q4 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.