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Blue Trust Inc’s Congress SMid Growth ETF CSMD Stock Holding History

Blue Trust Inc’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.72K Buy
+102
New +$3.43K ﹤0.01% 2088

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Blue Trust Inc's CSMD Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Congress SMid Growth ETF (CSMD) in Q2 2026: 102 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings.

41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Blue Trust Inc held 102 shares of Congress SMid Growth ETF worth $3.72K as of Q2 2026.
  • Congress SMid Growth ETF was a new Blue Trust Inc position in Q2 2026.
  • Congress SMid Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2088 holding.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.