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Safeguard Investment Advisory Group’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Safeguard Investment Advisory 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 		$203K Buy
+3,880
New +$183K 0.05% 171

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

Safeguard Investment Advisory Group's TSME Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Thrivent Small-Mid Cap ESG ETF (TSME) in Q2 2026: 3,880 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

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

  • Safeguard Investment Advisory Group held 3,880 shares of Thrivent Small-Mid Cap ESG ETF worth $203K as of Q2 2026.
  • Thrivent Small-Mid Cap ESG ETF was a new Safeguard Investment Advisory Group position in Q2 2026.
  • Thrivent Small-Mid Cap ESG ETF made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #171 holding.
  • 35 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.