Commonwealth Equity Services
TSME icon

Commonwealth Equity Services’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Commonwealth Equity Services’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 		$9.03M Buy
172,512
+5,761
+3% +$272K 0.01% 1008
2026
Q1 		$6.93M Buy
166,751
+11,243
+7% +$495K 0.01% 1127
2025
Q4 		$6.47M Buy
155,508
+1,565
+1% +$64.7K 0.01% 1148
2025
Q3 		$6.39M Buy
153,943
+27,742
+22% +$1.12M 0.01% 1175
2025
Q2 		$4.72M Sell
126,201
-3,320
-3% -$114K 0.01% 1365
2025
Q1 		$4.31M Buy
129,521
+20,663
+19% +$750K 0.01% 1372
2024
Q4 		$3.99M Buy
108,858
+8,955
+9% +$339K 0.01% 1382
2024
Q3 		$3.66M Buy
99,903
+27,061
+37% +$937K 0.01% 1436
2024
Q2 		$2.44M Buy
72,842
+64,624
+786% +$2.15M ﹤0.01% 1657
2024
Q1 		$285K Buy
8,218
+51
+0.6% +$1.62K ﹤0.01% 3322
2023
Q4 		$253K Sell
8,167
-2,555
-24% -$71.8K ﹤0.01% 3322
2023
Q3 		$298K Sell
10,722
-4,457
-29% -$130K ﹤0.01% 3040
2023
Q2 		$442K Buy
15,179
+2,265
+18% +$61.5K ﹤0.01% 2728
2023
Q1 		$359 Buy
+12,914
New +$366K ﹤0.01% 2818

Other funds holding TSME

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Truist Financial
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
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

Commonwealth Equity Services's TSME Position: Q2 2026 in Review

Commonwealth Equity Services increased its Thrivent Small-Mid Cap ESG ETF (TSME) stake by 3.5% in Q2 2026, buying an estimated $272K and bringing the position to 172,512 shares worth $9.03M. The position accounts for 0.01% of the portfolio, ranked #1008.

Commonwealth Equity Services first reported a position in TSME in Q1 2023 and has held it in 14 quarters since. 11 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

  • Commonwealth Equity Services held 172,512 shares of Thrivent Small-Mid Cap ESG ETF worth $9.03M as of Q2 2026.
  • Commonwealth Equity Services bought 5,761 Thrivent Small-Mid Cap ESG ETF shares in Q2 2026, an estimated $272K.
  • Thrivent Small-Mid Cap ESG ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1008 holding.
  • Commonwealth Equity Services first reported a position in Thrivent Small-Mid Cap ESG ETF in Q1 2023 and has held it in 14 quarters since.
  • 11 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.