DWM
CSMD icon

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

Diversify 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
2026
Q1 		$1.05M Buy
33,122
+16,586
+100% +$548K 0.02% 584
2025
Q4 		$557K Buy
16,536
+8,598
+108% +$280K 0.03% 417
2025
Q3 		$263K Sell
7,938
-1,782
-18% -$57.6K 0.02% 475
2025
Q2 		$316K Sell
9,720
-1,265
-12% -$36.8K 0.02% 446
2025
Q1 		$306K Sell
10,985
-453
-4% -$13.4K 0.02% 434
2024
Q4 		$343K Buy
+11,438
New +$349K 0.03% 415
2024
Q3 		– Sell
-7,175
Closed -$200K – 472
2024
Q2 		$200K Buy
+7,175
New +$205K 0.02% 416

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Diversify Wealth Management's CSMD Position: Q1 2026 in Review

Diversify Wealth Management increased its Congress SMid Growth ETF (CSMD) stake by 100% in Q1 2026, buying an estimated $548K and bringing the position to 33,122 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #584.

Diversify Wealth Management first reported a position in CSMD in Q2 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Diversify Wealth Management held 33,122 shares of Congress SMid Growth ETF worth $1.05M as of Q1 2026.
  • Diversify Wealth Management bought 16,586 Congress SMid Growth ETF shares in Q1 2026, an estimated $548K.
  • Congress SMid Growth ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #584 holding.
  • Diversify Wealth Management first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.