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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
Q2 		$449K Buy
12,309
+2,513
+26% +$84.4K ﹤0.01% 818
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 $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

Aptus Capital Advisors's CSMD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Congress SMid Growth ETF (CSMD) stake by 26% in Q2 2026, buying an estimated $84.4K and bringing the position to 12,309 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Aptus Capital Advisors first reported a position in CSMD in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Aptus Capital Advisors held 12,309 shares of Congress SMid Growth ETF worth $449K as of Q2 2026.
  • Aptus Capital Advisors bought 2,513 Congress SMid Growth ETF shares in Q2 2026, an estimated $84.4K.
  • Congress SMid Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #818 holding.
  • Aptus Capital Advisors first reported a position in Congress SMid Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.