Diversify Advisory Services’s Congress SMid Growth ETF CSMD Stock Holding History
Bought
Maintained
Sold
Other funds holding CSMD
HFS
GT
BB
IWC
Diversify Advisory Services's CSMD Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in Congress SMid Growth ETF (CSMD) in Q2 2026: 23,787 shares worth $810K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CSMD as recently as Q4 2025.
Diversify Advisory Services first reported a position in CSMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2024. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.
- Diversify Advisory Services held 23,787 shares of Congress SMid Growth ETF worth $810K as of Q2 2026.
- Congress SMid Growth ETF was a new Diversify Advisory Services position in Q2 2026.
- Congress SMid Growth ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #706 holding.
- Diversify Advisory Services first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 8 quarters since.
- Diversify Advisory Services's Congress SMid Growth ETF position peaked at $1.48M in Q3 2024.
- 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.