AIA
LENS

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

AssuredPartners Investment Advisors’s Portfolio LENS Stock Details LENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Sell
11,046
-1,441
-12% -$63.3K 0.04% 280
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $155M AUM 17.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AssuredPartners Investment Advisors's LENS Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Sarmaya Thematic ETF (LENS) stake by 12% in Q2 2026, selling an estimated $63.3K and leaving 11,046 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #280.

AssuredPartners Investment Advisors first reported a position in LENS in Q4 2025 and has held it in 3 quarters since. The position peaked at $572K in Q1 2026. 15 funds tracked by Wall St. Rank hold LENS as of Q2 2026.

  • AssuredPartners Investment Advisors held 11,046 shares of Sarmaya Thematic ETF worth $428K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 1,441 Sarmaya Thematic ETF shares in Q2 2026, an estimated $63.3K.
  • Sarmaya Thematic ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #280 holding.
  • AssuredPartners Investment Advisors first reported a position in Sarmaya Thematic ETF in Q4 2025 and has held it in 3 quarters since.
  • AssuredPartners Investment Advisors's Sarmaya Thematic ETF position peaked at $572K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Sarmaya Thematic ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.