Advance Capital Management, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Advance Capital Management, Inc. reported 148 stock positions worth $2.3 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 37.5% of the portfolio, followed by Cap Group Core Bond (CGCB, 22.1%) and Cap Group Dividend Value (CGDV, 17.4%). Compared with Q2 2024, it opened 4 new positions, sold out of 6, added to 58 and reduced 64. The biggest buy was Cap Group Core Bond (CGCB, shares +46%) and the biggest sale Janus Henderson Aaa Clo ETF (JAAA, shares −52%).

Most Recent 13F
Q2 2026
Location
SOUTHFIELD, MI
CIK
0001536029
Portfolio Value
$2.3B (Q3 2024)
SEC Filing
0001536029-24-000006 ↗ filed Oct 7, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $1.4B Q1 2024 Q2 2024: $2.1B Q2 2024 Q3 2024: $2.3B $2.3B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $2.1B Q1 2025 Q2 2025: $2.2B Q2 2025 Q3 2025: $2.3B Q3 2025 Q4 2025: $2.4B Q4 2025 Q1 2026: $2.6B Q1 2026 Q2 2026: $3.1B Q2 2026

Holdings 148 stocks · $2.3B
SPYM Ste STR SPDR PT S&P 500 ETF 37.52% 12,546,769 $847.0M Reduce -7.5%
CGCB Cap Group Core Bond 22.15% 18,551,789 $500.0M Add +46.1%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 17.41% 10,786,079 $393.0M Add +18.5%
JAAA Janus Henderson Aaa Clo ETF 4.30% 1,908,027 $97.1M Reduce -52.0%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 2.88% 2,094,775 $65.0M Add +3.8%
SCHG Schwab US Large-Cap Growth 1.84% 399,237 $41.6M Reduce -21.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.37% 53,767 $30.8M Reduce -4.8%
SPGM State Street SPDR Portfolio 0.98% 342,438 $22.2M Reduce -15.6%
JEPI JPMorgan Equity Premium Inco 0.88% 335,653 $20.0M Add +5.1%
HTRB Hartford TTL RTRN BND ETF 0.80% 515,075 $18.0M Add +34.4%
JMBS Janus Henderson Mortg Backed 0.79% 380,441 $17.7M Add +26.0%
UMAR Innovator U.S. Equity Ultra 0.75% 487,051 $17.0M Reduce -11.8%
CGGR Cap Group Growth Equity 0.58% 379,346 $13.2M Reduce -28.0%
SPSM SS SPDR P S&P 600 Small Cap 0.57% 284,205 $12.9M Add +2747.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.51% 209,294 $11.4M Add +0.3%
IWB iShares Russell 1000 ETF 0.50% 35,580 $11.2M Reduce -2.3%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.45% 185,686 $10.2M Reduce -55.0%
PGR Progressive Corp. 0.32% 28,728 $7.3M No change
AAPL Apple Inc. 0.31% 29,905 $7.0M Add +2.4%
RDVY First Trust Rising Dividend 0.23% 88,702 $5.3M Reduce -6.8%
FMB First Trust Managed Municipa 0.20% 88,816 $4.6M Add +21.6%
MSFT Microsoft Corp. 0.18% 9,366 $4.0M Add +1.0%
NVDA Nvidia Corp. 0.16% 29,754 $3.6M Add +3.9%
BITB Bitwise Bitcoin ETF 0.15% 98,214 $3.4M Reduce -1.8%
QQQ Invesco QQQ Trust Series 1 0.14% 6,707 $3.3M Add +7.9%
FVD First Trust Value Line DVD 0.14% 71,807 $3.3M Reduce -16.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 7,822 $3.0M Reduce -3.2%
IEF iShares 7-10 Year Treasury B 0.11% 25,948 $2.5M Reduce -7.2%
IBDQ iShares Ibonds Dec 2025 Term 0.11% 99,614 $2.5M Add +4.1%
ORCL Oracle Corp. 0.11% 14,110 $2.4M Add +1.2%
AMGN Amgen Inc. 0.09% 6,359 $2.0M Add +0.8%
SPMO Invesco S&P 500 Momentum ETF 0.09% 22,134 $2.0M Reduce -7.5%
T AT&T Inc. 0.09% 89,459 $2.0M Reduce -9.8%
SPYG SS SPDR P S&P 500 Growth ETF 0.09% 23,635 $2.0M Add +2.4%
FIXD First Trust Smith Opportunis 0.08% 40,932 $1.9M Reduce -27.5%
AMZN Amazon.com Inc. 0.08% 9,657 $1.8M Reduce -1.6%
WELL Welltower Inc. 0.08% 13,673 $1.8M No change
IVV iShares Core S&P 500 ETF 0.07% 2,932 $1.7M Add +0.1%
SPTM SS SPDR P S&P 1500 Comp ETF 0.07% 20,952 $1.5M Reduce -1.1%
GOOGL Alphabet Inc. Class A 0.06% 8,631 $1.4M Reduce -0.2%
IWM iShares Russell 2000 ETF 0.06% 6,332 $1.4M Add +81.8%
XOM Exxon Mobil Corp. 0.06% 11,501 $1.3M Reduce -0.3%
RSP Invesco S&P 500 Equal Weight 0.06% 7,374 $1.3M Reduce -17.8%
IBTE iShares Ibonds Dec 2024 Term 0.05% 51,459 $1.2M Add +0.8%
UPS United Parcel Service Class B 0.05% 8,728 $1.2M Add +2.8%
IBDT iShares Ibonds Dec 2028 ETF 0.05% 45,390 $1.2M Add +8.4%
GOOG Alphabet Inc. Class C 0.05% 6,406 $1.1M Add +1.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 6,005 $1.0M Reduce -0.5%
MDYG SS SPDR S&P 400 MC GR ETF 0.05% 11,788 $1.0M Add +0.0%
VTI VG Morningstar TS MKT ETF-US 0.04% 3,570 $1.0M Reduce -4.7%
VXF Vanguard Extended Market ETF 0.04% 5,429 $988K Reduce -1.1%
DGRW Wisdomtree U.S. Quality Divi 0.04% 11,558 $962K Reduce -4.5%
MRSH Marsh & McLennan Cos 0.04% 4,294 $958K No change
SCHD Schwab US DVD Equity ETF 0.04% 11,074 $936K Add +9.6%
MCD McDonald's Corp. 0.04% 3,038 $925K Add +0.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.04% 30,625 $923K Reduce -1.5%
ACWX iShares MSCI Acwi Ex US ETF 0.04% 15,514 $888K No change
VOO Vanguard S&P 500 ETF 0.04% 1,671 $882K Reduce -0.9%
BILS SS Spdrb B 3-12M T-Bill ETF 0.04% 8,752 $872K Reduce -11.8%
SPEM State Street SP PTF Em ETF 0.04% 20,722 $855K Reduce -1.4%
VZ Verizon Communications Inc. 0.04% 18,454 $829K Reduce -1.9%
TSLA Tesla Inc. 0.04% 3,131 $819K Add +6.7%
GLD SPDR Gold Shares 0.04% 3,367 $818K Add +10.4%
MA Mastercard Inc. Class A 0.04% 1,651 $815K Add +0.1%
JPM JPMorgan Chase & Co. 0.03% 3,732 $787K Add +7.4%
WMT Walmart Inc. 0.03% 9,698 $783K Add +42.7%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 14,766 $781K Reduce -8.8%
UAUG Innovator U.S. Equity Ultra 0.03% 21,793 $763K Reduce -18.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 6,458 $759K Add +0.0%
XLK SS Technology Select Sector 0.03% 3,312 $748K Reduce -3.0%
MDYV SS SPDR S&P 400 MC Val ETF 0.03% 9,091 $722K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 2,737 $722K Reduce -0.9%
PH Parker Hannifin Corp. 0.03% 1,120 $708K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.03% 8,039 $698K Add +5.6%
NSC Norfolk Southern Corp. 0.03% 2,726 $677K No change
NEE Nextera Energy Inc. 0.03% 7,941 $671K Add +1.6%
F Ford Motor Co. filed as FORD MTR CO 0.03% 62,433 $659K Add +8.8%
VYM Vanguard High DVD Yield ETF 0.03% 5,028 $645K Add +0.0%
ABBV Abbvie Inc. 0.03% 3,252 $642K Add +18.7%
VEA Vanguard Ftse Developed ETF 0.03% 12,000 $634K Reduce -1.9%
RTX RTX Corp. 0.03% 4,904 $594K Reduce -0.8%
IYW iShares Ustechnology ETF 0.03% 3,883 $589K No change
GSLC Goldman Activebeta US LC ETF 0.03% 5,207 $588K Add +23.6%
PG The Procter & Gamble Co. 0.03% 3,357 $581K Add +0.1%
META Meta Platforms Inc. Class A 0.03% 1,006 $576K Add +1.3%
SPHQ Invesco S&P 500 Quality ETF 0.02% 8,339 $561K Add +32.5%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.02% 13,489 $560K Add +0.3%
NFLX Netflix Inc. 0.02% 788 $559K No change
SPGP Invesco S&P 500 Garp ETF 0.02% 5,111 $535K Add +0.0%
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 13,845 $520K Add +4.6%
DGRO iShares Core Dividend Growth 0.02% 8,123 $509K Reduce -9.5%
QQQM Invesco Nasdaq 100 ETF 0.02% 2,317 $465K Reduce -24.9%
DTE DTE Energy Company 0.02% 3,552 $456K Reduce -0.9%
XLE SS Energy Select Sector 0.02% 5,010 $440K Reduce -13.9%
PEP Pepsico Inc. 0.02% 2,582 $439K Add +24.0%
APH Amphenol Corp. Class A 0.02% 6,724 $438K No change
BRK.B Berkshire Hathaway Inc. Class B 0.02% 898 $413K Add +5.7%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.02% 15,312 $413K Reduce -31.3%
SYK Stryker Corp. 0.02% 1,124 $406K No change
GLTR Abrdn Precious Metals Basket 0.02% 3,563 $404K Add +5.3%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 1,658 $393K Reduce -1.1%
AGG iShares Core U.S. Aggregate 0.02% 3,819 $387K Reduce -23.1%
ISRG Intuitive Surgical Inc. 0.02% 787 $387K Add +2.3%
DMAY FT Vest US Equity Deep Buffe 0.02% 9,500 $380K No change
IAU iShares Gold Trust 0.02% 7,576 $377K Add +1.7%
VT Vanguard Tot World STK ETF 0.02% 3,097 $371K No change
JNJ Johnson & Johnson 0.02% 2,271 $368K Reduce -10.1%
QUAL iShares MSCI USA Quality Fac 0.02% 1,988 $356K Reduce -20.9%
GE General Electric filed as GE AEROSPACE 0.01% 1,772 $334K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 1,488 $329K Reduce -17.4%
SLV iShares Silver Trust 0.01% 11,303 $321K Reduce -5.3%
DAPP Vaneck Digital Transformatio 0.01% 26,314 $309K Reduce -16.0%
IJH iShares Core S&P Midcap ETF 0.01% 4,821 $300K Reduce -16.9%
GPC Genuine Parts Co. 0.01% 2,114 $295K No change
GWX State Street SPDR S&P Intern 0.01% 8,626 $294K Reduce -4.6%
IWN iShares Russell 2000 Value E 0.01% 1,746 $291K No change
INDA iShares MSCI India ETF 0.01% 4,939 $289K Reduce -5.0%
PFE Pfizer Inc. 0.01% 9,952 $288K Reduce -2.3%
PJAN Innovator U.S. Equity Power 0.01% 6,964 $288K Reduce -3.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 3,490 $282K No change
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.01% 8,176 $280K Add +0.2%
GUNR NT Mstar GLBL NR ETF 0.01% 6,685 $276K Reduce -4.2%
DRLL Strive US Energy ETF 0.01% 9,784 $275K Reduce -13.5%
IWO iShares Russell 2000 Growth 0.01% 957 $272K Reduce -12.2%
LLY Eli Lilly & Co. 0.01% 306 $271K No change
IBDP iShares Ibonds Dec 2024 Term 0.01% 10,609 $267K Add +0.9%
MAR Marriott International Class A 0.01% 1,065 $265K Add +0.1%
MUB iShares National Muni Bond E 0.01% 2,411 $262K Add +13.0%
ABT Abbott Laboratories 0.01% 2,230 $254K Reduce -7.5%
CVX Chevron Corp. 0.01% 1,704 $251K Reduce -4.9%
MTD Mettler-Toledo International 0.01% 159 $238K No change
BA The Boeing Co. 0.01% 1,517 $231K Add +0.3%
VWO Vanguard Ftse Emerging Marke 0.01% 4,765 $228K Reduce -1.3%
DSEP FT Vest U.S. Equity Deep Buf 0.01% 5,631 $226K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.01% 1,116 $224K Add +0.4%
COST Costco Wholesale Corp. 0.01% 252 $224K Reduce -4.5%
SMH Vaneck Semiconductor ETF 0.01% 901 $221K No change
DE Deere & Co. 0.01% 521 $217K New
ROK Rockwell Automation Inc. 0.01% 803 $216K Add +0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 2,237 $215K Reduce -2.1%
GGG Graco Inc. 0.01% 2,439 $213K New
IBTF iShares Ibonds Dec 2025 Term 0.01% 9,041 $212K Add +1.1%
SO The Southern Co. 0.01% 2,333 $210K New
PJUL Innovator U.S. Equity Power 0.01% 5,105 $207K New
WBD Warner Bros Discovery Inc. 0.01% 24,864 $205K Reduce -3.1%
TXN Texas Instruments Inc. 0.01% 983 $203K Reduce -7.8%
PCT Purecycle Technologies Inc. 0.01% 15,946 $151K No change
QMCO Quantum Corp. 0.00% 17,310 $61K Add +251.7%

Portfolio Sells Q2 2024 → Q3 2024
JAAA Janus Henderson Aaa Clo ETF Reduce -52.0% 4.30% −5.27
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -7.5% 37.52% −3.57
JEPQ JPM Nasdaq Equity Premium Reduce -55.0% 0.45% −0.63
SCHG Schwab US Large-Cap Growth Reduce -21.0% 1.84% −0.57
CGGR Cap Group Growth Equity Reduce -28.0% 0.58% −0.24
SPGM State Street SPDR Portfolio Reduce -15.6% 0.98% −0.18
UMAR Innovator U.S. Equity Ultra Reduce -11.8% 0.75% −0.13
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.8% 1.37% −0.09
FIXD First Trust Smith Opportunis Reduce -27.5% 0.08% −0.03
DMAR FT Vest US Equity Deep Buffe Sold out 0.00% −0.03
FVD First Trust Value Line DVD Reduce -16.1% 0.14% −0.02
IWB iShares Russell 1000 ETF Reduce -2.3% 0.50% −0.02
RDVY First Trust Rising Dividend Reduce -6.8% 0.23% −0.01
DAUG FT Vest U.S. Equity Deep Buf Sold out 0.00% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -17.8% 0.06% −0.01
GOOGL Alphabet Inc. Class A Reduce -0.2% 0.06% −0.01
IEF iShares 7-10 Year Treasury B Reduce -7.2% 0.11% −0.01
SMCI Super Micro Computer Inc. Sold out 0.00% −0.01
SPMO Invesco S&P 500 Momentum ETF Reduce -7.5% 0.09% −0.01
AMZN Amazon.com Inc. Reduce -1.6% 0.08% −0.01
INTC Intel Corp. Sold out 0.00% −0.01
CMCSA Comcast Corp. Class A Sold out 0.00% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.2% 0.13% −0.01
CGXU Cap Group Intl Focus Reduce -31.3% 0.02% −0.01
UAUG Innovator U.S. Equity Ultra Reduce -18.2% 0.03% −0.01
QQQM Invesco Nasdaq 100 ETF Reduce -24.9% 0.02% −0.01
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -11.8% 0.04% −0.01
AGG iShares Core U.S. Aggregate Reduce -23.1% 0.02% −0.01
XLE SS Energy Select Sector Reduce -13.9% 0.02% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -20.9% 0.02% −0.00
FLG New York Community Bancorp Sold out 0.00% −0.00
BITB Bitwise Bitcoin ETF Reduce -1.8% 0.15% −0.00
DAPP Vaneck Digital Transformatio Reduce -16.0% 0.01% −0.00
DRLL Strive US Energy ETF Reduce -13.5% 0.01% −0.00
XLK SS Technology Select Sector Reduce -3.0% 0.03% −0.00
XOM Exxon Mobil Corp. Reduce -0.3% 0.06% −0.00
SPYV SS SPDR P S&P 500 Value ETF Reduce -8.8% 0.03% −0.00
IJH iShares Core S&P Midcap ETF Reduce -16.9% 0.01% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -4.7% 0.04% −0.00
T AT&T Inc. Reduce -9.8% 0.09% −0.00
CGGO Cap Group Global Growth Reduce -1.5% 0.04% −0.00
CVX Chevron Corp. Reduce -4.9% 0.01% −0.00
DGRW Wisdomtree U.S. Quality Divi Reduce -4.5% 0.04% −0.00
DGRO iShares Core Dividend Growth Reduce -9.5% 0.02% −0.00
IWO iShares Russell 2000 Growth Reduce -12.2% 0.01% −0.00
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -1.1% 0.07% −0.00
DIS The Walt Disney Co. Reduce -2.1% 0.01% −0.00
JNJ Johnson & Johnson Reduce -10.1% 0.02% −0.00
GUNR NT Mstar GLBL NR ETF Reduce -4.2% 0.01% −0.00
PJAN Innovator U.S. Equity Power Reduce -3.8% 0.01% −0.00

Portfolio Buys Q2 2024 → Q3 2024
CGCB Cap Group Core Bond Add +46.1% 22.15% +6.63
CGDV Cap Group Dividend Value Add +18.5% 17.41% +3.20
SPSM SS SPDR P S&P 600 Small Cap Add +2747.5% 0.57% +0.55
HTRB Hartford TTL RTRN BND ETF Add +34.4% 0.80% +0.19
JMBS Janus Henderson Mortg Backed Add +26.0% 0.79% +0.15
CGBL Cap Group Core Balanced Add +3.8% 2.88% +0.04
IWM iShares Russell 2000 ETF Add +81.8% 0.06% +0.03
JEPI JPMorgan Equity Premium Inco Add +5.1% 0.88% +0.03
FMB First Trust Managed Municipa Add +21.6% 0.20% +0.03
AAPL Apple Inc. Add +2.4% 0.31% +0.02
ORCL Oracle Corp. Add +1.2% 0.11% +0.01
WMT Walmart Inc. Add +42.7% 0.03% +0.01
DE Deere & Co. New 0.01% +0.01
GGG Graco Inc. New 0.01% +0.01
SO The Southern Co. New 0.01% +0.01
PJUL Innovator U.S. Equity Power New 0.01% +0.01
TSLA Tesla Inc. Add +6.7% 0.04% +0.01
ABBV Abbvie Inc. Add +18.7% 0.03% +0.01
SPHQ Invesco S&P 500 Quality ETF Add +32.5% 0.02% +0.01
GLD SPDR Gold Shares Add +10.4% 0.04% +0.01
GSLC Goldman Activebeta US LC ETF Add +23.6% 0.03% +0.00
MCD McDonald's Corp. Add +0.1% 0.04% +0.00
SCHD Schwab US DVD Equity ETF Add +9.6% 0.04% +0.00
QQQ Invesco QQQ Trust Series 1 Add +7.9% 0.14% +0.00
NEE Nextera Energy Inc. Add +1.6% 0.03% +0.00
PEP Pepsico Inc. Add +24.0% 0.02% +0.00
SLYV SS SPDR S&P 600 SC Val ETF Add +5.6% 0.03% +0.00
IBDT iShares Ibonds Dec 2028 ETF Add +8.4% 0.05% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +5.7% 0.02% +0.00
META Meta Platforms Inc. Class A Add +1.3% 0.03% +0.00
MA Mastercard Inc. Class A Add +0.1% 0.04% +0.00
JPM JPMorgan Chase & Co. Add +7.4% 0.03% +0.00
GLTR Abrdn Precious Metals Basket Add +5.3% 0.02% +0.00
IAU iShares Gold Trust Add +1.7% 0.02% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +4.6% 0.02% +0.00
ISRG Intuitive Surgical Inc. Add +2.3% 0.02% +0.00
MUB iShares National Muni Bond E Add +13.0% 0.01% +0.00
QMCO Quantum Corp. Add +251.7% 0.00% +0.00
PRFZ Inv Rafi US 1500 SM-Usd Inc. Add +0.3% 0.02% +0.00
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.3% 0.51% +0.00
VYM Vanguard High DVD Yield ETF Add +0.0% 0.03% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.4% 0.01% +0.00
CGUS Cap Group Core Equity Add +0.2% 0.01% 0.00
TJX TJX Companies Inc. Add +0.0% 0.03% 0.00
IBTF iShares Ibonds Dec 2025 Term Add +1.1% 0.01% −0.00
MAR Marriott International Class A Add +0.1% 0.01% −0.00
PG The Procter & Gamble Co. Add +0.1% 0.03% −0.00
IBDP iShares Ibonds Dec 2024 Term Add +0.9% 0.01% −0.00
SPYG SS SPDR P S&P 500 Growth ETF Add +2.4% 0.09% −0.00
IVV iShares Core S&P 500 ETF Add +0.1% 0.07% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 197$3.1BCGDV, CGBL, SPYM, VCRB, PYLD
Q1 2026 185$2.6BCGDV, CGBL, SPYM, VCRB, PYLD
Q4 2025 175$2.4BSPYM, CGDV, CGBL, VCRB, CGDG
Q3 2025 175$2.3BSPYM, CGDV, CGBL, CGDG, CGCB
Q2 2025 168$2.2BSPYM, CGDV, CGCB, JAAA, CGBL
Q1 2025 162$2.1BSPYM, CGDV, CGCB, JAAA, CGBL
Q4 2024 153$2.2BSPYM, CGCB, CGDV, JAAA, CGBL
Q3 2024 148$2.3BSPYM, CGCB, CGDV, JAAA, CGBL
Q2 2024 150$2.1BSPYM, CGCB, CGDV, JAAA, CGBL
Q1 2024 149$1.4BSPYM, JAAA, CGBL, SCHG, SPMO