TFLR β€” T ROWE PRICE ETF INC

Ownership history in AVISO WEALTH MANAGEMENT  Β·  6 quarters on record

AI Ownership Summary

AVISO WEALTH MANAGEMENT reported T ROWE PRICE ETF INC (TFLR) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.07% in 2025 Q4. The latest visible filing shows TFLR at 2.07% 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 TFLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVISO WEALTH MANAGEMENT'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
2025 Q4

TFLR was reported at 2.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

How AVISO WEALTH MANAGEMENT held TFLR β€” position size vs. price
% of Fund (quarterly)    TFLR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 95,814 +12,120 +14.5% 2.07% $4.9M 2026-02-14 (Est.) $50.43
2025 Q3 ADDED 83,694 +8,927 +11.9% 1.88% $4.3M 2025-11-14 $50.07
2025 Q2 ADDED 74,767 +5,621 +8.1% 1.80% $3.8M 2025-08-11 $49.22
2025 Q1 ADDED 69,146 +12,441 +21.9% 1.88% $3.5M 2025-05-09 $48.05
2024 Q4 ADDED 56,705 +12,553 +28.4% 1.50% $2.9M 2025-02-12 $47.73
2024 Q3 INITIATED 44,152 β€” β€” 1.24% $2.3M 2024-11-07 $46.90

FAQ About AVISO WEALTH MANAGEMENT and TFLR

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

How long has AVISO WEALTH MANAGEMENT reported owning TFLR?

AVISO WEALTH MANAGEMENT reported TFLR across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported TFLR position in AVISO WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for TFLR was 2.07% in 2025 Q4.

What is the latest reported TFLR position on this page?

The most recent filing on this page is 2025 Q4, when AVISO WEALTH MANAGEMENT reported 95,814 shares, equal to 2.07% of portfolio, with an estimated market value of $4.9M.

What does the chart on this TFLR ownership page compare?

The chart compares AVISO WEALTH MANAGEMENT's quarterly TFLR 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.

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