4J Wealth Management LLC TTEQ — T ROWE PRICE ETF INC

Ownership history in 4J Wealth Management LLC  ·  5 quarters on record

AI Ownership Summary

4J Wealth Management LLC reported T ROWE PRICE ETF INC (TTEQ) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 3.99% in 2026 Q1. The latest visible filing shows TTEQ at 3.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TTEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4J Wealth Management LLC's position in T ROWE PRICE ETF INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TTEQ was reported at 3.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.99% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TTEQ stock page 4J Wealth Management LLC fund profile 4J Wealth Management LLC full holdings
How 4J Wealth Management LLC held TTEQ — position size vs. price
% of Fund (quarterly)    TTEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 232,189 +48,478 +26.4% 3.99% $7.0M 2026-05-05 $38.74
2025 Q4 ADDED — — — 183,711 +41,460 +29.1% 3.42% $6.0M 2026-01-15 $33.41
2025 Q3 ADDED — — — 142,251 +44,445 +45.4% 2.70% $4.6M 2025-10-22 $32.64
2025 Q2 ADDED — — — 97,806 +4,772 +5.1% 1.92% $2.8M 2025-08-04 $29.96
2025 Q1 INITIATED — — — 93,034 — — 1.73% $2.2M 2025-04-29 $23.95

🏢 Other funds also holding TTEQ

As of 2026 Q1 — sorted by position size

Integrity Wealth Partners, LLC 1.09% RM Financial Services, LLC 0.33% Garden State Investment Advisory Services LLC 3Y 0.18% PCG Wealth Advisors, LLC 3Y 0.16% Wealthcare Capital Partners, LLC 0.15% United Advisor Group, LLC 0.13% Bluesphere Advisors LLC 3Y 0.1% HighPoint Advisor Group LLC 3Y 7Y 0.09% Gladstone Institutional Advisory LLC 3Y 7Y 0.05% Clear Harbor Asset Management, LLC 3Y 7Y 0.05%

FAQ About 4J Wealth Management LLC and TTEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4J Wealth Management LLC reported owning TTEQ?

4J Wealth Management LLC reported TTEQ across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TTEQ position in 4J Wealth Management LLC's portfolio?

The largest reported portfolio weight for TTEQ was 3.99% in 2026 Q1.

What is the latest reported TTEQ position on this page?

The most recent filing on this page is 2026 Q1, when 4J Wealth Management LLC reported 232,189 shares, equal to 3.99% of portfolio, with an estimated market value of $7.0M.

What does the chart on this TTEQ ownership page compare?

The chart compares 4J Wealth Management LLC's quarterly TTEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4J Wealth Management LLC time their TTEQ position?

Based on 13F filing dates vs. subsequent TTEQ price moves, 4J Wealth Management LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on TTEQ relative to SPY over the holding period was +22.1%.

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