Advyzon Investment Management’s Congress Large Cap Growth ETF CAML Stock Holding History

Advyzon Investment Management’s Portfolio CAML Stock Details CAML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$670K	Buy	19,048 +1,282	+7%	+$47.7K	0.06%	310
2025 Q4	$678K	Buy	17,766 +359	+2%	+$13.9K	0.08%	251
2025 Q3	$675K	Buy	17,407 +342	+2%	+$12.9K	0.12%	178
2025 Q2	$626K	Sell	17,065 -5	-0%	-$167	0.14%	144
2025 Q1	$543K	Buy	17,070 +3,096	+22%	+$106K	0.19%	100
2024 Q4	$474K	Buy	+13,974	New	+$481K	0.18%	105

Other funds holding CAML

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advyzon Investment Management's CAML Position: Q1 2026 in Review

Advyzon Investment Management increased its Congress Large Cap Growth ETF (CAML) stake by 7.2% in Q1 2026, buying an estimated $47.7K and bringing the position to 19,048 shares worth $670K. The position accounts for 0.06% of the portfolio, ranked #310.

Advyzon Investment Management first reported a position in CAML in Q4 2024 and has held it in 6 quarters since. The position peaked at $678K in Q4 2025. 14 funds tracked by Wall St. Rank hold CAML as of Q1 2026.

Advyzon Investment Management held 19,048 shares of Congress Large Cap Growth ETF worth $670K as of Q1 2026.
Advyzon Investment Management bought 1,282 Congress Large Cap Growth ETF shares in Q1 2026, an estimated $47.7K.
Congress Large Cap Growth ETF made up 0.06% of Advyzon Investment Management's portfolio in Q1 2026, its #310 holding.
Advyzon Investment Management first reported a position in Congress Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's Congress Large Cap Growth ETF position peaked at $678K in Q4 2025.
14 funds tracked by Wall St. Rank held Congress Large Cap Growth ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.