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HRT Financial’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

HRT Financial’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
2025
Q1 		– Sell
-5,470
Closed -$200K – 3414
2024
Q4 		$200K Buy
+5,470
New +$207K ﹤0.01% 1938

Other funds holding TSME

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFM
Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HRT Financial's TSME Position: Q1 2025 in Review

HRT Financial sold out of Thrivent Small-Mid Cap ESG ETF (TSME) in Q1 2025, closing a stake of 5,470 shares — an estimated $200K sold.

HRT Financial first reported a position in TSME in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 16 funds tracked by Wall St. Rank hold TSME as of Q1 2025.

  • HRT Financial reported no remaining Thrivent Small-Mid Cap ESG ETF position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 5,470 Thrivent Small-Mid Cap ESG ETF shares in Q1 2025, an estimated $200K.
  • HRT Financial first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2024 and held it in 1 quarter.
  • HRT Financial's Thrivent Small-Mid Cap ESG ETF position peaked at $200K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.