ACA
CSMD icon

Aptus Capital Advisors’s Congress SMid Growth ETF CSMD Stock Holding History

Aptus Capital Advisors’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 		$301K Buy
9,796
+1,851
+23% +$61.1K ﹤0.01% 876
2025
Q4 		$251K Buy
7,945
+676
+9% +$22K ﹤0.01% 951
2025
Q3 		$242K Buy
7,269
+155
+2% +$5.01K ﹤0.01% 908
2025
Q2 		$222K Buy
+7,114
New +$207K ﹤0.01% 915

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

Aptus Capital Advisors's CSMD Position: Q1 2026 in Review

Aptus Capital Advisors increased its Congress SMid Growth ETF (CSMD) stake by 23% in Q1 2026, buying an estimated $61.1K and bringing the position to 9,796 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Aptus Capital Advisors first reported a position in CSMD in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Aptus Capital Advisors held 9,796 shares of Congress SMid Growth ETF worth $301K as of Q1 2026.
  • Aptus Capital Advisors bought 1,851 Congress SMid Growth ETF shares in Q1 2026, an estimated $61.1K.
  • Congress SMid Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #876 holding.
  • Aptus Capital Advisors first reported a position in Congress SMid Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.