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 Q2	$810K	Sell	23,787 -9,335	-28%	-$314K	0.01%	706
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 $7.39B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Diversify Wealth Management's CSMD Position: Q2 2026 in Review

Diversify Wealth Management reduced its Congress SMid Growth ETF (CSMD) stake by 28% in Q2 2026, selling an estimated $314K and leaving 23,787 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #706.

Diversify Wealth Management first reported a position in CSMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q1 2026. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

Diversify Wealth Management held 23,787 shares of Congress SMid Growth ETF worth $810K as of Q2 2026.
Diversify Wealth Management sold 9,335 Congress SMid Growth ETF shares in Q2 2026, an estimated $314K.
Congress SMid Growth ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #706 holding.
Diversify Wealth Management first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Congress SMid Growth ETF position peaked at $1.05M in Q1 2026.
41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.