Cambridge Investment Research Advisors’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Cambridge Investment Research Advisors’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	$8.52M	Buy	162,595 +18,940	+13%	+$896K	0.02%	751
2026 Q1	$5.97M	Buy	143,655 +24,924	+21%	+$1.1M	0.02%	875
2025 Q4	$4.94M	Buy	118,731 +35,676	+43%	+$1.47M	0.01%	942
2025 Q3	$3.45M	Buy	83,055 +12,064	+17%	+$487K	0.01%	1125
2025 Q2	$2.65M	Sell	70,991 -14,866	-17%	-$511K	0.01%	1218
2025 Q1	$2.86M	Buy	85,857 +3,559	+4%	+$129K	0.01%	1127
2024 Q4	$3.02M	Buy	82,298 +11,187	+16%	+$424K	0.01%	1091
2024 Q3	$2.6M	Buy	71,111 +17,036	+32%	+$590K	0.01%	1163
2024 Q2	$1.81M	Buy	54,075 +11,844	+28%	+$395K	0.01%	1347
2024 Q1	$1.46M	Buy	42,231 +20	+0%	+$636	0.01%	1466
2023 Q4	$1.3M	Buy	42,211 +13,509	+47%	+$380K	0.01%	1477
2023 Q3	$799K	Buy	28,702 +2,227	+8%	+$65.1K	﹤0.01%	1721
2023 Q2	$771K	Buy	26,475 +1,450	+6%	+$39.4K	﹤0.01%	1802
2023 Q1	$697K	Buy	25,025 +5,372	+27%	+$152K	﹤0.01%	1832
2022 Q4	$518K	Buy	+19,653	New	+$518K	﹤0.01%	1984

Other funds holding TSME

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Cambridge Investment Research Advisors's TSME Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Thrivent Small-Mid Cap ESG ETF (TSME) stake by 13% in Q2 2026, buying an estimated $896K and bringing the position to 162,595 shares worth $8.52M. The position accounts for 0.02% of the portfolio, ranked #751.

Cambridge Investment Research Advisors first reported a position in TSME in Q4 2022 and has held it in 15 quarters since. 11 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

Cambridge Investment Research Advisors held 162,595 shares of Thrivent Small-Mid Cap ESG ETF worth $8.52M as of Q2 2026.
Cambridge Investment Research Advisors bought 18,940 Thrivent Small-Mid Cap ESG ETF shares in Q2 2026, an estimated $896K.
Thrivent Small-Mid Cap ESG ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #751 holding.
Cambridge Investment Research Advisors first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2022 and has held it in 15 quarters since.
11 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.