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Sunbelt Securities’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Sunbelt Securities’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
Q1 		$1.34M Buy
32,236
+13,316
+70% +$587K 0.08% 202
2025
Q4 		$788K Buy
18,920
+3,002
+19% +$124K 0.05% 302
2025
Q3 		$660K Buy
15,918
+5,280
+50% +$213K 0.05% 320
2025
Q2 		$390K Sell
10,638
-2,626
-20% -$90.2K 0.03% 410
2025
Q1 		$442K Buy
13,264
+2,626
+25% +$95.4K 0.04% 356
2024
Q4 		$390K Buy
10,638
+9,438
+787% +$358K 0.03% 412
2024
Q3 		$43.9K Buy
+1,200
New +$41.5K ﹤0.01% 975

Other funds holding TSME

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 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

Sunbelt Securities's TSME Position: Q1 2026 in Review

Sunbelt Securities increased its Thrivent Small-Mid Cap ESG ETF (TSME) stake by 70% in Q1 2026, buying an estimated $587K and bringing the position to 32,236 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #202.

Sunbelt Securities first reported a position in TSME in Q3 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold TSME as of Q1 2026.

  • Sunbelt Securities held 32,236 shares of Thrivent Small-Mid Cap ESG ETF worth $1.34M as of Q1 2026.
  • Sunbelt Securities bought 13,316 Thrivent Small-Mid Cap ESG ETF shares in Q1 2026, an estimated $587K.
  • Thrivent Small-Mid Cap ESG ETF made up 0.08% of Sunbelt Securities's portfolio in Q1 2026, its #202 holding.
  • Sunbelt Securities first reported a position in Thrivent Small-Mid Cap ESG ETF in Q3 2024 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.