Great Valley Advisor Group’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Great Valley Advisor Group’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	$335K	Buy	+6,388	New	+$302K	0.01%	824

Other funds holding TSME

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Great Valley Advisor Group's TSME Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Thrivent Small-Mid Cap ESG ETF (TSME) in Q2 2026: 6,388 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings.

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

Great Valley Advisor Group held 6,388 shares of Thrivent Small-Mid Cap ESG ETF worth $335K as of Q2 2026.
Thrivent Small-Mid Cap ESG ETF was a new Great Valley Advisor Group position in Q2 2026.
Thrivent Small-Mid Cap ESG ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #824 holding.
35 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.