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BOLTON SECURITIES CORPORATION’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$65.1K Sell
1,600
-52
-3% -$2.22K ﹤0.01% 1258
2026
Q2 		$72.4K Buy
+1,652
New +$67.4K ﹤0.01% 1199

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TMSL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 3.1% in Q3 2026, selling an estimated $2.22K and leaving 1,600 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

BOLTON SECURITIES CORPORATION first reported a position in TMSL in Q2 2026 and has held it in 2 quarters since. The position peaked at $72.4K in Q2 2026. 133 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,600 shares of T. Rowe Price Small-Mid Cap ETF worth $65.1K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 52 T. Rowe Price Small-Mid Cap ETF shares in Q3 2026, an estimated $2.22K.
  • T. Rowe Price Small-Mid Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1258 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in T. Rowe Price Small-Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's T. Rowe Price Small-Mid Cap ETF position peaked at $72.4K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.