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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
Q2 		$815K Buy
20,360
+1,312
+7% +$51.1K 0.06% 313
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 $7.39B AUM 20.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advyzon Investment Management's CAML Position: Q2 2026 in Review

Advyzon Investment Management increased its Congress Large Cap Growth ETF (CAML) stake by 6.9% in Q2 2026, buying an estimated $51.1K and bringing the position to 20,360 shares worth $815K. The position accounts for 0.06% of the portfolio, ranked #313.

Advyzon Investment Management first reported a position in CAML in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold CAML as of Q2 2026.

  • Advyzon Investment Management held 20,360 shares of Congress Large Cap Growth ETF worth $815K as of Q2 2026.
  • Advyzon Investment Management bought 1,312 Congress Large Cap Growth ETF shares in Q2 2026, an estimated $51.1K.
  • Congress Large Cap Growth ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #313 holding.
  • Advyzon Investment Management first reported a position in Congress Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Congress Large Cap Growth ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.