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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

BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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.

10 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.
  • 10 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.