CIBC Private Wealth Group
CSMD icon

CIBC Private Wealth Group’s Congress SMid Growth ETF CSMD Stock Holding History

CIBC Private Wealth 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
2025
Q3 		– Sell
-495
Closed -$15.4K – 3139
2025
Q2 		$15.4K Buy
+495
New +$14.4K ﹤0.01% 2111

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return

CIBC Private Wealth Group's CSMD Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Congress SMid Growth ETF (CSMD) in Q3 2025, closing a stake of 495 shares — an estimated $15.4K sold.

CIBC Private Wealth Group first reported a position in CSMD in Q2 2025 and held it in 1 quarter. The position peaked at $15.4K in Q2 2025. 29 funds tracked by Wall St. Rank hold CSMD as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Congress SMid Growth ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 495 Congress SMid Growth ETF shares in Q3 2025, an estimated $15.4K.
  • CIBC Private Wealth Group first reported a position in Congress SMid Growth ETF in Q2 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's Congress SMid Growth ETF position peaked at $15.4K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.