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

Apollon 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
Q2 		$1.55M Buy
42,376
+7,548
+22% +$254K 0.02% 571
2026
Q1 		$1.07M Buy
34,828
+3,132
+10% +$103K 0.02% 583
2025
Q4 		$1M Buy
31,696
+5,069
+19% +$165K 0.02% 568
2025
Q3 		$887K Buy
+26,627
New +$861K 0.02% 613

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Apollon Wealth Management's CSMD Position: Q2 2026 in Review

Apollon Wealth Management increased its Congress SMid Growth ETF (CSMD) stake by 22% in Q2 2026, buying an estimated $254K and bringing the position to 42,376 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #571.

Apollon Wealth Management first reported a position in CSMD in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Apollon Wealth Management held 42,376 shares of Congress SMid Growth ETF worth $1.55M as of Q2 2026.
  • Apollon Wealth Management bought 7,548 Congress SMid Growth ETF shares in Q2 2026, an estimated $254K.
  • Congress SMid Growth ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #571 holding.
  • Apollon Wealth Management first reported a position in Congress SMid Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.