LANDAAS & CO /WI /ADV TEQI — T ROWE PRICE EXCHANGE-TRADED FDS INC EQUITY INCOME ETF

Ownership history in LANDAAS & CO /WI /ADV  ·  6 quarters on record

AI Ownership Summary

LANDAAS & CO /WI /ADV reported T ROWE PRICE EXCHANGE-TRADED FDS INC EQUITY INCOME ETF (TEQI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.13% in 2026 Q1. The latest visible filing shows TEQI at 1.13% 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 TEQI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANDAAS & CO /WI /ADV's position in T ROWE PRICE EXCHANGE-TRADED FDS INC EQUITY INCOME ETF, 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

TEQI was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% 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
2024 Q4 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.

TEQI stock page LANDAAS & CO /WI /ADV fund profile LANDAAS & CO /WI /ADV full holdings
How LANDAAS & CO /WI /ADV held TEQI — position size vs. price
% of Fund (quarterly)    TEQI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 114,587 +15,555 +15.7% 1.13% $5.2M 2026-04-30 $48.80
2025 Q4 ADDED — — — 99,032 +5,668 +6.1% 0.98% $4.5M 2026-01-21 $46.24
2025 Q3 ADDED — — — 93,364 +8,164 +9.6% 0.93% $4.1M 2025-11-04 $42.86
2025 Q2 ADDED — — — 85,200 +38,304 +81.7% 0.87% $3.6M 2025-08-11 $41.73
2025 Q1 ADDED — — — 46,896 +39,301 +517.5% 0.54% $2.0M 2025-05-02 $39.69
2024 Q4 INITIATED — — — 7,595 — — 0.09% $308K 2025-02-27 $41.30

🏢 Other funds also holding TEQI

As of 2026 Q1 — sorted by position size

Lantz Financial LLC 3Y 7Y 1.14% Aprio Wealth Management, LLC 3Y 0.99% Asset One Wealth Management LLC 0.51% Triangle Securities Wealth Management 3Y 7Y 0.19% M Holdings Securities, Inc. 3Y 7Y 0.15% Bond & Devick Financial Network, Inc. 3Y 0.08% Dynamic Advisor Solutions LLC 3Y 7Y 0.08% Glass Jacobson Investment Advisors llc 3Y 0.06% Core Wealth Advisors, Inc. 3Y 0.06% Financial Connections Group, Inc. 3Y 0.05%

FAQ About LANDAAS & CO /WI /ADV and TEQI

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

How long has LANDAAS & CO /WI /ADV reported owning TEQI?

LANDAAS & CO /WI /ADV reported TEQI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TEQI position in LANDAAS & CO /WI /ADV's portfolio?

The largest reported portfolio weight for TEQI was 1.13% in 2026 Q1.

What is the latest reported TEQI position on this page?

The most recent filing on this page is 2026 Q1, when LANDAAS & CO /WI /ADV reported 114,587 shares, equal to 1.13% of portfolio, with an estimated market value of $5.2M.

What does the chart on this TEQI ownership page compare?

The chart compares LANDAAS & CO /WI /ADV's quarterly TEQI 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 LANDAAS & CO /WI /ADV time their TEQI position?

Based on 13F filing dates vs. subsequent TEQI price moves, LANDAAS & CO /WI /ADV correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on TEQI relative to SPY over the holding period was -4.5%.

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