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

Congress 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
2025
Q2 		$8.48M Buy
272,040
+24,723
+10% +$719K 0.08% 280
2025
Q1 		$6.84M Buy
247,317
+45,286
+22% +$1.34M 0.08% 273
2024
Q4 		$6.04M Buy
202,031
+182,687
+944% +$5.57M 0.08% 262
2024
Q3 		$579K Buy
19,344
+5,641
+41% +$164K 0.01% 612
2024
Q2 		$393K Buy
+13,703
New +$392K 0.01% 566

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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $130M AUM 25.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Congress Wealth Management's CSMD Position: Q2 2025 in Review

Congress Wealth Management increased its Congress SMid Growth ETF (CSMD) stake by 10% in Q2 2025, buying an estimated $719K and bringing the position to 272,040 shares worth $8.48M. The position accounts for 0.08% of the portfolio, ranked #280.

Congress Wealth Management first reported a position in CSMD in Q2 2024 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold CSMD as of Q2 2025.

  • Congress Wealth Management held 272,040 shares of Congress SMid Growth ETF worth $8.48M as of Q2 2025.
  • Congress Wealth Management bought 24,723 Congress SMid Growth ETF shares in Q2 2025, an estimated $719K.
  • Congress SMid Growth ETF made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #280 holding.
  • Congress Wealth Management first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.