Apella Capital’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Apella Capital’s Portfolio TSME Stock Details TSME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,107	Closed	-$239K	–	734
2026 Q1	$239K	Hold	5,107	–	–	﹤0.01%	606
2025 Q4	$213K	Buy	+5,107	New	+$211K	﹤0.01%	507

Other funds holding TSME

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Apella Capital's TSME Position: Q2 2026 in Review

Apella Capital sold out of Thrivent Small-Mid Cap ESG ETF (TSME) in Q2 2026, closing a stake of 5,107 shares — an estimated $239K sold.

Apella Capital first reported a position in TSME in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q1 2026. 2 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

Apella Capital reported no remaining Thrivent Small-Mid Cap ESG ETF position as of Q2 2026 after selling out during the quarter.
Apella Capital sold 5,107 Thrivent Small-Mid Cap ESG ETF shares in Q2 2026, an estimated $239K.
Apella Capital first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2025 and held it in 2 quarters.
Apella Capital's Thrivent Small-Mid Cap ESG ETF position peaked at $239K in Q1 2026.
2 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.