SM previous ETF holdings
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Previous ETFs holding SM
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| AFMC | First Trust Active Factor Mid Cap ETF | 2024-05-31 | 2026-02-28 |
| AFSM | First Trust Active Factor Small Cap ETF | 2022-05-31 | 2023-05-31 |
| AVLC | Avantis U.S. Large Cap Equity ETF | Present before retained history; addition date unavailable | 2025-02-28 |
| AVMC | Avantis U.S. Mid Cap Equity ETF | Present before retained history; addition date unavailable | 2025-05-31 |
| BKSE | BNY Mellon US Small Cap Core Equity ETF | 2022-01-31 | 2026-04-30 |
| BOUT | Innovator IBD(R) Breakout Opportunities ETF | 2022-01-31 | 2022-04-30 |
| CAFG | Pacer US Small Cap Cash Cows Growth Leaders ETF | Present before retained history; addition date unavailable | 2025-04-30 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 2026-01-31 | 2026-04-30 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 2024-10-31 | 2025-04-30 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 2024-04-30 | 2024-07-31 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 2022-04-30 | 2023-10-31 |
| CCD | Calamos Dynamic Convertible & Income Fund | Present before retained history; addition date unavailable | 2020-04-30 |
| CGO | CALAMOS GLOBAL TOTAL RETURN FUND | Present before retained history; addition date unavailable | 2020-04-30 |
| CHI | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | Present before retained history; addition date unavailable | 2020-04-30 |
| CHW | Calamos Global Dynamic Income Fund | Present before retained history; addition date unavailable | 2020-04-30 |
| CHY | CALAMOS CONVERTIBLE & HIGH INCOME FUND | Present before retained history; addition date unavailable | 2020-04-30 |
| CLSE | Convergence Long/Short Equity ETF | 2024-05-31 | 2024-08-31 |
| COWS | Amplify Cash Flow Dividend Leaders ETF | Present before retained history; addition date unavailable | 2025-03-31 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Present before retained history; addition date unavailable | 2020-04-30 |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 2024-12-31 | 2025-12-31 |
| DHF | BNY Mellon High Yield Strategies Fund | 2024-09-30 | 2024-12-31 |
| DHF | BNY Mellon High Yield Strategies Fund | Present before retained history; addition date unavailable | 2020-06-30 |
| DON | WisdomTree U.S. Midcap Dividend Fund | 2024-12-31 | 2025-12-31 |
| DRLL | Strive U.S. Energy ETF | Present before retained history; addition date unavailable | 2026-03-31 |
| DSMC | Distillate Small/Mid Cash Flow ETF | Present before retained history; addition date unavailable | 2025-06-30 |
| DTD | WisdomTree U.S. Total Dividend Fund | 2024-12-31 | 2025-12-31 |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2022-12-30 | 2023-03-31 |
| ECML | Euclidean Fundamental Value ETF | 2024-12-31 | 2025-03-31 |
| ECML | Euclidean Fundamental Value ETF | Present before retained history; addition date unavailable | 2024-09-30 |
| EIPX | FT Energy Income Partners Strategy ETF | Present before retained history; addition date unavailable | 2025-10-31 |
| EMDM | First Trust Bloomberg Emerging Market Democracies ETF | Present before retained history; addition date unavailable | 2025-06-30 |
| EMMF | WisdomTree Emerging Markets Multifactor Fund | 2025-03-31 | 2026-03-31 |
| EMSG | Xtrackers MSCI Emerging Markets Climate Selection ETF | Present before retained history; addition date unavailable | 2024-11-29 |
| EZM | WisdomTree U.S. MidCap Fund | 2024-12-31 | 2025-12-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-10-30 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2021-10-29 | 2023-04-28 |
| FCG | First Trust Natural Gas ETF | Present before retained history; addition date unavailable | 2020-12-31 |
| FFTY | Innovator IBD(R) 50 ETF | 2022-10-31 | 2023-01-31 |
| FLDZ | RiverNorth Patriot ETF | 2024-03-31 | 2024-09-30 |
| FLDZ | RiverNorth Patriot ETF | 2022-09-30 | 2023-03-31 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2023-04-28 | 2025-10-31 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2022-04-29 | 2025-10-31 |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2022-04-29 | 2023-04-28 |
| FRAK | VanEck Vectors Unconventional Oil & Gas ETF | Present before retained history; addition date unavailable | 2019-12-31 |
| FSCC | Federated Hermes MDT Small Cap Core ETF | Present before retained history; addition date unavailable | 2025-05-31 |
| FTHF | First Trust Emerging Markets Human Flourishing ETF | Present before retained history; addition date unavailable | 2025-06-30 |
| FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 2024-03-31 | 2025-03-31 |
| FTLS | First Trust Long/Short Equity ETF | 2024-04-30 | 2024-07-31 |
| FTLS | First Trust Long/Short Equity ETF | 2022-04-30 | 2022-07-31 |
| FTXN | First Trust Nasdaq Oil & Gas ETF | Present before retained history; addition date unavailable | 2023-03-31 |
| FYC | First Trust Small Cap Growth AlphaDEX Fund | 2021-10-29 | 2022-04-29 |
| FYT | First Trust Small Cap Value AlphaDEX Fund | 2025-10-31 | 2026-04-30 |
| FYT | First Trust Small Cap Value AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-10-30 |
| FYX | First Trust Small Cap Core AlphaDEX Fund | 2025-10-31 | 2026-04-30 |
| FYX | First Trust Small Cap Core AlphaDEX Fund | 2021-10-29 | 2022-04-29 |
| FYX | First Trust Small Cap Core AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-10-30 |
| GEM | Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | 2020-05-29 | 2020-08-31 |
| GSC | Goldman Sachs Small Cap Equity ETF | Present before retained history; addition date unavailable | 2025-02-28 |
| GSSC | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | 2021-05-28 | 2026-02-28 |
| GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2022-11-30 | 2025-05-31 |
| GUSH | Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares | Present before retained history; addition date unavailable | 2020-04-30 |
| GVLU | Gotham 1000 Value ETF | 2024-09-30 | 2025-03-31 |
| GVLU | Gotham 1000 Value ETF | 2024-03-31 | 2024-06-30 |
| HEQ | John Hancock Diversified Income Fund | Present before retained history; addition date unavailable | 2021-06-30 |
| HWSM | Hotchkis & Wiley SMID Cap Diversified Value Fund | 2025-09-30 | 2026-03-31 |
| IAE | VOYA ASIA PACIFIC HIGH DIVIDEND EQUITY INCOME FUND | 2023-02-28 | 2023-08-31 |
| IDE | VOYA INFRASTRUCTURE, INDUSTRIALS & MATERIALS FUND | 2023-02-28 | 2023-08-31 |
| IHD | VOYA EMERGING MARKETS HIGH DIVIDEND EQUITY FUND | 2023-02-28 | 2023-08-31 |
| JHEM | John Hancock Multifactor Emerging Markets ETF | Present before retained history; addition date unavailable | 2023-10-31 |
| JHI | John Hancock Investors Trust | 2021-04-30 | 2022-01-31 |
| KORP | American Century Diversified Corporate Bond ETF | 2024-08-31 | 2024-11-30 |
| MYLD | Cambria Micro and SmallCap Shareholder Yield ETF | Present before retained history; addition date unavailable | 2025-01-31 |
| NTKI | Nationwide Russell 2000 Risk-Managed Income ETF | Present before retained history; addition date unavailable | 2023-08-31 |
| NXTV | Simplify Next Intangible Value Index ETF | Present before retained history; addition date unavailable | 2024-09-30 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2026-01-31 | 2026-04-30 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | 2026-01-31 | 2026-04-30 |
| QGRO | American Century U.S. Quality Growth ETF | 2023-08-31 | 2023-11-30 |
| QGRO | American Century U.S. Quality Growth ETF | 2022-11-30 | 2023-05-31 |
| QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 2024-06-28 | 2024-09-30 |
| QSML | WisdomTree U.S. SmallCap Quality Growth Fund | 2024-12-31 | 2025-12-31 |
| QVAL | Alpha Architect U.S. Quantitative Value ETF | 2024-03-28 | 2024-12-31 |
| QVAL | Alpha Architect U.S. Quantitative Value ETF | 2023-09-29 | 2023-12-29 |
| RA | Brookfield Real Assets Income Fund Inc. | 2020-03-31 | 2020-06-30 |
| RNEM | Emerging Markets Equity Select ETF | 2023-06-30 | 2025-06-30 |
| RNEM | Emerging Markets Equity Select ETF | 2019-12-31 | 2020-03-31 |
| RNMC | First Trust SMID Capital Strength ETF | 2022-06-30 | 2024-06-30 |
| RNSC | First Trust SMID Growth Strength ETF | 2021-12-31 | 2022-06-30 |
| RNSC | First Trust SMID Growth Strength ETF | Present before retained history; addition date unavailable | 2020-12-31 |
| SCAP | Infrastructure Capital Small Cap Income ETF | 2024-11-30 | 2025-02-28 |
| SDVD | FT Vest SMID Rising Dividend Achievers Target Income ETF | Present before retained history; addition date unavailable | 2026-01-31 |
| SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 2022-09-30 | 2022-12-30 |
| SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 2022-03-31 | 2022-06-30 |
| SFYX | Sofi Next 500 ETF | 2024-05-31 | 2025-05-31 |
| SHRT | Gotham Short Strategies ETF | Present before retained history; addition date unavailable | 2025-03-31 |
| SMCF | Themes US Small Cap Cash Flow Champions ETF | Present before retained history; addition date unavailable | 2025-06-30 |
| SMCP | AlphaMark Actively Managed Small Cap ETF | 2023-09-30 | 2024-03-31 |
| STXK | Strive Small-Cap ETF | Present before retained history; addition date unavailable | 2026-03-31 |
| SURE | AdvisorShares Insider Advantage ETF | 2023-09-29 | 2024-12-31 |
| SYLD | Cambria Shareholder Yield ETF | 2023-10-31 | 2025-01-31 |
| TUSA | First Trust Dividend Strength ETF | 2021-12-31 | 2022-06-30 |