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Winch Advisory Services’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Winch Advisory Services’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 		– Sell
-327
Closed -$13.6K – 565
2026
Q1 		$13.6K Buy
+327
New +$14.4K ﹤0.01% 288

Other funds holding TSME

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Royal Bank of Canada
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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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Winch Advisory Services's TSME Position: Q2 2026 in Review

Winch Advisory Services sold out of Thrivent Small-Mid Cap ESG ETF (TSME) in Q2 2026, closing a stake of 327 shares — an estimated $13.6K sold.

Winch Advisory Services first reported a position in TSME in Q1 2026 and held it in 1 quarter. The position peaked at $13.6K in Q1 2026. 35 funds tracked by Wall St. Rank hold TSME as of Q2 2026.

  • Winch Advisory Services reported no remaining Thrivent Small-Mid Cap ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Winch Advisory Services sold 327 Thrivent Small-Mid Cap ESG ETF shares in Q2 2026, an estimated $13.6K.
  • Winch Advisory Services first reported a position in Thrivent Small-Mid Cap ESG ETF in Q1 2026 and held it in 1 quarter.
  • Winch Advisory Services's Thrivent Small-Mid Cap ESG ETF position peaked at $13.6K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.