Diversify Advisory Services’s Congress SMid Growth ETF CSMD Stock Holding History

Diversify Advisory Services’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	$822K	Sell
2025 Q1	$901K	Sell
2024 Q4	$1.02M	Sell
2024 Q3	$1.48M	Buy
2024 Q2	$1.4M	Buy