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

LGT Financial Advisors’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 		$23K Hold
439
– – 0.12% 96
2026
Q1 		$18.3K Buy
439
+202
+85% +$8.9K 0.09% 106
2025
Q4 		$9.87K Hold
237
– – 0.06% 140
2025
Q3 		$9.83K Buy
+237
New +$9.56K 0.02% 233

Other funds holding TSME

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LGT Financial Advisors's TSME Position: Q2 2026 in Review

LGT Financial Advisors held its Thrivent Small-Mid Cap ESG ETF (TSME) position steady in Q2 2026 at 439 shares worth $23K. The position accounts for 0.12% of the portfolio, ranked #96.

LGT Financial Advisors first reported a position in TSME in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

  • LGT Financial Advisors held 439 shares of Thrivent Small-Mid Cap ESG ETF worth $23K as of Q2 2026.
  • LGT Financial Advisors left its Thrivent Small-Mid Cap ESG ETF share count unchanged in Q2 2026.
  • Thrivent Small-Mid Cap ESG ETF made up 0.12% of LGT Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • LGT Financial Advisors first reported a position in Thrivent Small-Mid Cap ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.