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 Q1	$13.6K	Buy	+327	New	+$14.4K	﹤0.01%	288

Other funds holding TSME

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Winch Advisory Services's TSME Position: Q1 2026 in Review

Winch Advisory Services opened a new position in Thrivent Small-Mid Cap ESG ETF (TSME) in Q1 2026: 327 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings.

34 funds tracked by Wall St. Rank hold TSME as of Q1 2026.

Winch Advisory Services held 327 shares of Thrivent Small-Mid Cap ESG ETF worth $13.6K as of Q1 2026.
Thrivent Small-Mid Cap ESG ETF was a new Winch Advisory Services position in Q1 2026.
Thrivent Small-Mid Cap ESG ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #288 holding.
34 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.