AWM
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AE Wealth Management’s Congress SMid Growth ETF CSMD Stock Holding History

AE Wealth Management’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-269
Closed -$8.51K – 2612
2025
Q4 		$8.51K Buy
+269
New +$8.77K ﹤0.01% 2158

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

AE Wealth Management's CSMD Position: Q1 2026 in Review

AE Wealth Management sold out of Congress SMid Growth ETF (CSMD) in Q1 2026, closing a stake of 269 shares — an estimated $8.51K sold.

AE Wealth Management first reported a position in CSMD in Q4 2025 and held it in 1 quarter. The position peaked at $8.51K in Q4 2025. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • AE Wealth Management reported no remaining Congress SMid Growth ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 269 Congress SMid Growth ETF shares in Q1 2026, an estimated $8.51K.
  • AE Wealth Management first reported a position in Congress SMid Growth ETF in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Congress SMid Growth ETF position peaked at $8.51K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.