CMS previous ETF holdings
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Previous ETFs holding CMS
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | 2022-06-30 | 2023-03-31 |
| ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | 2020-09-30 | 2021-09-30 |
| AIEQ | Amplify AI Powered Equity ETF | 2023-06-30 | 2023-12-31 |
| AIVL | WisdomTree U.S. AI Enhanced Value Fund | 2025-12-31 | 2026-03-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2025-04-30 | 2025-07-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2024-04-30 | 2025-01-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2023-01-31 | 2023-04-30 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2022-01-31 | 2022-10-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | Present before retained history; addition date unavailable | 2021-10-31 |
| AVES | Avantis Emerging Markets Value ETF | 2023-02-28 | 2023-11-30 |
| AVSE | Avantis Responsible Emerging Markets Equity ETF | 2023-02-28 | 2025-02-28 |
| AVSF | Avantis Short-Term Fixed Income ETF | 2023-05-31 | 2024-05-31 |
| BALI | iShares U.S. Large Cap Premium Income Active ETF | 2024-06-30 | 2025-06-30 |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Present before retained history; addition date unavailable | 2024-01-31 |
| CLRG | IQ U.S. Large Cap ETF | 2021-04-30 | 2022-04-29 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | 2024-01-31 | 2024-04-30 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2020-03-31 | 2020-09-30 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | Present before retained history; addition date unavailable | 2019-12-31 |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 2024-12-31 | 2025-12-31 |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 2021-07-30 | 2022-07-29 |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | Present before retained history; addition date unavailable | 2021-04-30 |
| DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | Present before retained history; addition date unavailable | 2020-09-30 |
| DWPP | First Trust Dorsey Wright Peoples Portfolio ETF | Present before retained history; addition date unavailable | 2020-03-31 |
| DWSH | AdvisorShares Dorsey Wright Short ETF | 2021-03-31 | 2021-09-30 |
| DXR | None | Present before retained history; addition date unavailable | 2024-06-30 |
| ERC | ALLSPRING MULTI-SECTOR INCOME FUND | Present before retained history; addition date unavailable | 2020-01-31 |
| ERH | ALLSPRING UTILITIES & HIGH INCOME FUND | Present before retained history; addition date unavailable | 2022-11-30 |
| ESGS | Columbia U.S. Equity Income ETF | 2022-10-31 | 2023-01-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2020-01-31 | 2020-04-30 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2020-04-30 | 2020-07-31 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2024-12-31 | 2025-06-30 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2022-06-30 | 2022-09-30 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2021-06-30 | 2021-09-30 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2020-03-31 | 2020-06-30 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | Present before retained history; addition date unavailable | 2019-12-31 |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 2020-07-31 | 2022-10-31 |
| FEX | First Trust Large Cap Core AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FPE | First Trust Preferred Securities and Income ETF | 2021-01-31 | 2024-01-31 |
| FPE | First Trust Preferred Securities and Income ETF | 2020-04-30 | 2020-10-31 |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | 2021-01-31 | 2023-10-31 |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | 2020-07-31 | 2020-10-31 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 2021-01-31 | 2021-07-31 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 2020-04-30 | 2020-10-31 |
| FT | Franklin Universal Trust | Present before retained history; addition date unavailable | 2020-05-31 |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 2020-01-31 | 2020-04-30 |
| FTC | First Trust Large Cap Growth AlphaDEX Fund | 2020-04-30 | 2020-07-31 |
| FTHI | First Trust BuyWrite Income ETF | 2020-12-31 | 2021-03-31 |
| FTHI | First Trust BuyWrite Income ETF | 2020-03-31 | 2020-09-30 |
| FTLB | First Trust Nasdaq BuyWrite Income ETF | 2020-12-31 | 2021-03-31 |
| FTLB | First Trust Nasdaq BuyWrite Income ETF | 2020-03-31 | 2020-09-30 |
| FTLS | First Trust Long/Short Equity ETF | 2025-10-31 | 2026-04-30 |
| FTLS | First Trust Long/Short Equity ETF | 2025-04-30 | 2025-07-31 |
| FTLS | First Trust Long/Short Equity ETF | 2023-10-31 | 2024-01-31 |
| FTLS | First Trust Long/Short Equity ETF | 2023-01-31 | 2023-04-30 |
| FTLS | First Trust Long/Short Equity ETF | 2022-07-31 | 2022-10-31 |
| FTLS | First Trust Long/Short Equity ETF | 2022-01-31 | 2022-04-30 |
| FTLS | First Trust Long/Short Equity ETF | 2020-04-30 | 2021-04-30 |
| FTQI | First Trust Nasdaq BuyWrite Income ETF | 2023-09-29 | 2023-12-31 |
| FUNL | CornerCap Fundametrics Large-Cap ETF | 2022-09-30 | 2023-12-31 |
| FUNL | CornerCap Fundametrics Large-Cap ETF | Present before retained history; addition date unavailable | 2021-09-30 |
| FVD | First Trust Value Line Dividend Index Fund | Present before retained history; addition date unavailable | 2023-12-31 |
| FXED | Sound Enhanced Fixed Income ETF | Present before retained history; addition date unavailable | 2025-08-31 |
| GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 2023-11-30 | 2024-02-29 |
| GLOV | Goldman Sachs ActiveBeta World Equity ETF | 2024-11-30 | 2026-02-28 |
| GLOV | Goldman Sachs ActiveBeta World Equity ETF | Present before retained history; addition date unavailable | 2023-05-31 |
| HEQ | John Hancock Diversified Income Fund | Present before retained history; addition date unavailable | 2022-06-30 |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2021-01-29 | 2023-04-30 |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | Present before retained history; addition date unavailable | 2020-10-30 |
| IGA | VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUND | Present before retained history; addition date unavailable | 2020-11-30 |
| IGD | VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | Present before retained history; addition date unavailable | 2020-11-30 |
| IGTR | Innovator Gradient Tactical Rotation Strategy ETF | 2025-01-31 | 2025-07-31 |
| IGTR | Innovator Gradient Tactical Rotation Strategy ETF | Present before retained history; addition date unavailable | 2024-04-30 |
| INFR | ClearBridge Sustainable Infrastructure ETF | 2020-10-30 | 2021-04-30 |
| INFR | ClearBridge Sustainable Infrastructure ETF | 2020-04-30 | 2020-07-31 |
| JHML | John Hancock Multifactor Large Cap ETF | Present before retained history; addition date unavailable | 2023-10-31 |
| JHMM | John Hancock Multifactor Mid Cap ETF | Present before retained history; addition date unavailable | 2023-10-31 |
| JHMU | John Hancock Dynamic Municipal Bond ETF | Present before retained history; addition date unavailable | 2024-07-31 |
| JHS | John Hancock Income Securities Trust | Present before retained history; addition date unavailable | 2021-01-31 |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | Present before retained history; addition date unavailable | 2022-02-28 |
| KRUZ | Unusual Whales Subversive Republican Trading ETF | Present before retained history; addition date unavailable | 2024-09-30 |
| LVHB | Innovator Laddered Fund of S&P 500 Power Buffer ETFs | Present before retained history; addition date unavailable | 2020-07-31 |
| MAGA | Point Bridge America First ETF | 2022-06-30 | 2023-06-30 |
| MAGA | Point Bridge America First ETF | Present before retained history; addition date unavailable | 2021-06-30 |
| MDIV | Multi-Asset Diversified Income Index Fund | 2022-03-31 | 2022-06-30 |
| NANC | Unusual Whales Subversive Democratic Trading ETF | Present before retained history; addition date unavailable | 2024-03-31 |
| NML | Neuberger Energy Infrastructure and Income Fund Inc. | 2020-05-31 | 2021-08-31 |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2025-01-31 | 2026-01-31 |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2023-01-31 | 2023-04-30 |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2022-07-31 | 2022-10-31 |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2022-01-31 | 2022-04-30 |
| PDT | John Hancock Premium Dividend Fund | 2020-07-31 | 2022-01-31 |
| PFLD | AAM Low Duration Preferred and Income Securities ETF | 2024-01-31 | 2025-01-31 |
| PFLD | AAM Low Duration Preferred and Income Securities ETF | 2023-04-30 | 2023-10-31 |
| PFLD | AAM Low Duration Preferred and Income Securities ETF | 2021-10-31 | 2023-01-31 |
| PTLC | Pacer Trendpilot US Large Cap ETF | 2023-01-31 | 2025-04-30 |
| PTLC | Pacer Trendpilot US Large Cap ETF | 2020-07-31 | 2022-04-30 |
| PTLC | Pacer Trendpilot US Large Cap ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| PWS | Pacer WealthShield ETF | 2025-07-31 | 2025-10-31 |
| PWS | Pacer WealthShield ETF | 2025-01-31 | 2025-04-30 |
| PWS | Pacer WealthShield ETF | 2024-07-31 | 2024-10-31 |