AssuredPartners Investment Advisors’s Sarmaya Thematic ETF LENS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$572K Sell
12,487
-204
-2% -$9.3K 0.06% 233
2025
Q4
$490K Buy
+12,691
New +$458K 0.07% 210

Other funds holding LENS

AssuredPartners Investment Advisors's LENS Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Sarmaya Thematic ETF (LENS) stake by 1.6% in Q1 2026, selling an estimated $9.3K and leaving 12,487 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #233.

AssuredPartners Investment Advisors first reported a position in LENS in Q4 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold LENS as of Q1 2026.

  • AssuredPartners Investment Advisors held 12,487 shares of Sarmaya Thematic ETF worth $572K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 204 Sarmaya Thematic ETF shares in Q1 2026, an estimated $9.3K.
  • Sarmaya Thematic ETF made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #233 holding.
  • AssuredPartners Investment Advisors first reported a position in Sarmaya Thematic ETF in Q4 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Sarmaya Thematic ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.