Western Wealth Management’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Western Wealth Management’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 Q3	$279K	Buy	+6,156	New	+$297K	0.01%	810

Other funds holding TSME

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $336M AUM 20.85% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Western Wealth Management's TSME Position: Q3 2026 in Review

Western Wealth Management opened a new position in Thrivent Small-Mid Cap ESG ETF (TSME) in Q3 2026: 6,156 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings.

19 funds tracked by Wall St. Rank hold TSME as of Q3 2026.

Western Wealth Management held 6,156 shares of Thrivent Small-Mid Cap ESG ETF worth $279K as of Q3 2026.
Thrivent Small-Mid Cap ESG ETF was a new Western Wealth Management position in Q3 2026.
Thrivent Small-Mid Cap ESG ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #810 holding.
19 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.