Carson Wealth (CWM LLC)
TSME icon

Carson Wealth (CWM LLC)’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-546
Closed -$23K – 5796
2025
Q4 		$23K Buy
+546
New +$22.6K ﹤0.01% 4099

Other funds holding TSME

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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TSME Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Thrivent Small-Mid Cap ESG ETF (TSME) in Q1 2026, closing a stake of 546 shares — an estimated $23K sold.

Carson Wealth (CWM LLC) first reported a position in TSME in Q4 2025 and held it in 1 quarter. The position peaked at $23K in Q4 2025. 34 funds tracked by Wall St. Rank hold TSME as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Thrivent Small-Mid Cap ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 546 Thrivent Small-Mid Cap ESG ETF shares in Q1 2026, an estimated $23K.
  • Carson Wealth (CWM LLC) first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Thrivent Small-Mid Cap ESG ETF position peaked at $23K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.