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
2026 Q1	–	Sell	-25,784	Closed	-$889K	–	345
2025 Q4	$889K	Sell	25,784 -1,190	-4%	-$38.8K	0.03%	426
2025 Q3	$895K	Buy	26,974 +1,730	+7%	+$55.9K	0.03%	397
2025 Q2	$822K	Sell	25,244 -7,098	-22%	-$207K	0.03%	377
2025 Q1	$901K	Sell	32,342 -1,719	-5%	-$51K	0.06%	235
2024 Q4	$1.02M	Sell	34,061 -15,918	-32%	-$486K	0.06%	227
2024 Q3	$1.48M	Buy	49,979 +749	+2%	+$21.8K	0.08%	198
2024 Q2	$1.4M	Buy	+49,230	New	+$1.41M	0.08%	193

Other funds holding CSMD

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Diversify Advisory Services's CSMD Position: Q1 2026 in Review

Diversify Advisory Services sold out of Congress SMid Growth ETF (CSMD) in Q1 2026, closing a stake of 25,784 shares — an estimated $889K sold.

Diversify Advisory Services first reported a position in CSMD in Q2 2024 and held it in 7 quarters. The position peaked at $1.48M in Q3 2024. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

Diversify Advisory Services reported no remaining Congress SMid Growth ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 25,784 Congress SMid Growth ETF shares in Q1 2026, an estimated $889K.
Diversify Advisory Services first reported a position in Congress SMid Growth ETF in Q2 2024 and held it in 7 quarters.
Diversify Advisory Services's Congress SMid Growth ETF position peaked at $1.48M in Q3 2024.
37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.