Welch Financial Planning’s Themes US Small Cap Cash Flow Champions ETF SMCF Stock Holding History

Welch Financial Planning’s Portfolio SMCF Stock Details SMCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$948K	Sell	24,483 -114	-0.5%	-$4.25K	0.55%	31
2026 Q1	$857K	Buy	24,597 +402	+2%	+$13.9K	0.62%	24
2025 Q4	$792K	Buy	+24,195	New	+$802K	0.58%	30

Welch Financial Planning's SMCF Position: Q2 2026 in Review

Welch Financial Planning reduced its Themes US Small Cap Cash Flow Champions ETF (SMCF) stake by 0.46% in Q2 2026, selling an estimated $4.25K and leaving 24,483 shares worth $948K. The position accounts for 0.55% of the portfolio, ranked #31.

Welch Financial Planning first reported a position in SMCF in Q4 2025 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds SMCF as of Q2 2026.

Welch Financial Planning held 24,483 shares of Themes US Small Cap Cash Flow Champions ETF worth $948K as of Q2 2026.
Welch Financial Planning sold 114 Themes US Small Cap Cash Flow Champions ETF shares in Q2 2026, an estimated $4.25K.
Themes US Small Cap Cash Flow Champions ETF made up 0.55% of Welch Financial Planning's portfolio in Q2 2026, its #31 holding.
Welch Financial Planning first reported a position in Themes US Small Cap Cash Flow Champions ETF in Q4 2025 and has held it in 3 quarters since.
1 fund tracked by Wall St. Rank held Themes US Small Cap Cash Flow Champions ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.