Blue Trust Inc
CSMD icon

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
Q3 		– Sell
-102
Closed -$3.72K – 2582
2026
Q2 		$3.72K Buy
+102
New +$3.43K ﹤0.01% 2088

Other funds holding CSMD

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Blue Trust Inc's CSMD Position: Q3 2026 in Review

Blue Trust Inc sold out of Congress SMid Growth ETF (CSMD) in Q3 2026, closing a stake of 102 shares — an estimated $3.72K sold.

Blue Trust Inc first reported a position in CSMD in Q2 2026 and held it in 1 quarter. The position peaked at $3.72K in Q2 2026. 11 funds tracked by Wall St. Rank hold CSMD as of Q3 2026.

  • Blue Trust Inc reported no remaining Congress SMid Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 102 Congress SMid Growth ETF shares in Q3 2026, an estimated $3.72K.
  • Blue Trust Inc first reported a position in Congress SMid Growth ETF in Q2 2026 and held it in 1 quarter.
  • Blue Trust Inc's Congress SMid Growth ETF position peaked at $3.72K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.