Buck Wealth Strategies’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Buck Wealth Strategies’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	$6.4K	Buy	+122	New	+$5.77K	﹤0.01%	681

Other funds holding TSME

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

LFA

LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Buck Wealth Strategies's TSME Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Thrivent Small-Mid Cap ESG ETF (TSME) in Q2 2026: 122 shares worth $6.4K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings.

11 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

Buck Wealth Strategies held 122 shares of Thrivent Small-Mid Cap ESG ETF worth $6.4K as of Q2 2026.
Thrivent Small-Mid Cap ESG ETF was a new Buck Wealth Strategies position in Q2 2026.
Thrivent Small-Mid Cap ESG ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #681 holding.
11 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.