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Brooklyn Investment Group’s Congress SMid Growth ETF CSMD Stock Holding History

Brooklyn Investment Group’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 		$4.35M Sell
141,620
-26,578
-16% -$878K 0.14% 109
2025
Q4 		$5.41M Buy
168,198
+139,060
+477% +$4.53M 0.25% 65
2025
Q3 		$909K Hold
29,138
– – 0.12% 169
2025
Q2 		$909K Buy
29,138
+28,198
+3,000% +$821K 0.12% 173
2025
Q1 		$26K Buy
+940
New +$27.9K 0.01% 1042

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

Brooklyn Investment Group's CSMD Position: Q1 2026 in Review

Brooklyn Investment Group reduced its Congress SMid Growth ETF (CSMD) stake by 16% in Q1 2026, selling an estimated $878K and leaving 141,620 shares worth $4.35M. The position accounts for 0.14% of the portfolio, ranked #109.

Brooklyn Investment Group first reported a position in CSMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.41M in Q4 2025. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Brooklyn Investment Group held 141,620 shares of Congress SMid Growth ETF worth $4.35M as of Q1 2026.
  • Brooklyn Investment Group sold 26,578 Congress SMid Growth ETF shares in Q1 2026, an estimated $878K.
  • Congress SMid Growth ETF made up 0.14% of Brooklyn Investment Group's portfolio in Q1 2026, its #109 holding.
  • Brooklyn Investment Group first reported a position in Congress SMid Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Brooklyn Investment Group's Congress SMid Growth ETF position peaked at $5.41M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.