Clarity Asset Management’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Clarity Asset Management’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	$389K	Sell	7,420 -63,267	-90%	-$2.99M	0.19%	50
2026 Q1	$2.94M	Sell	70,687 -165,646	-70%	-$7.3M	1.49%	22
2025 Q4	$9.84M	Sell	236,333 -306	-0.1%	-$12.6K	5.42%	7
2025 Q3	$9.82M	Sell	236,639 -4,545	-2%	-$183K	5.51%	7
2025 Q2	$9.01M	Sell	241,184 -2,734	-1%	-$93.9K	5.38%	7
2025 Q1	$8.12M	Buy	243,918 +241,600	+10,423%	+$8.77M	5.23%	8
2024 Q4	$84.9K	Buy	+2,318	New	+$87.9K	0.06%	61

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

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

Clarity Asset Management's TSME Position: Q2 2026 in Review

Clarity Asset Management reduced its Thrivent Small-Mid Cap ESG ETF (TSME) stake by 90% in Q2 2026, selling an estimated $2.99M and leaving 7,420 shares worth $389K. The position accounts for 0.19% of the portfolio, ranked #50.

Clarity Asset Management first reported a position in TSME in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.84M in Q4 2025. 11 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

Clarity Asset Management held 7,420 shares of Thrivent Small-Mid Cap ESG ETF worth $389K as of Q2 2026.
Clarity Asset Management sold 63,267 Thrivent Small-Mid Cap ESG ETF shares in Q2 2026, an estimated $2.99M.
Thrivent Small-Mid Cap ESG ETF made up 0.19% of Clarity Asset Management's portfolio in Q2 2026, its #50 holding.
Clarity Asset Management first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2024 and has held it in 7 quarters since.
Clarity Asset Management's Thrivent Small-Mid Cap ESG ETF position peaked at $9.84M in Q4 2025.
11 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.