Envestnet Asset Management
CSMD icon

Envestnet Asset Management’s Congress SMid Growth ETF CSMD Stock Holding History

Envestnet Asset 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 		$34.8M Buy
952,997
+130,738
+16% +$4.39M 0.01% 1074
2026
Q1 		$25.3M Buy
822,259
+189,538
+30% +$6.26M 0.01% 1190
2025
Q4 		$20M Buy
632,721
+79,720
+14% +$2.6M 0.01% 1206
2025
Q3 		$18.4M Buy
553,001
+28,646
+5% +$926K 0.01% 1340
2025
Q2 		$16.3M Buy
524,355
+237,404
+83% +$6.91M ﹤0.01% 1382
2025
Q1 		$7.94M Buy
286,951
+265,207
+1,220% +$7.87M ﹤0.01% 1813
2024
Q4 		$651K Buy
+21,744
New +$663K ﹤0.01% 3432

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Envestnet Asset Management's CSMD Position: Q2 2026 in Review

Envestnet Asset Management increased its Congress SMid Growth ETF (CSMD) stake by 16% in Q2 2026, buying an estimated $4.39M and bringing the position to 952,997 shares worth $34.8M. The position accounts for 0.01% of the portfolio, ranked #1074.

Envestnet Asset Management first reported a position in CSMD in Q4 2024 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Envestnet Asset Management held 952,997 shares of Congress SMid Growth ETF worth $34.8M as of Q2 2026.
  • Envestnet Asset Management bought 130,738 Congress SMid Growth ETF shares in Q2 2026, an estimated $4.39M.
  • Congress SMid Growth ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1074 holding.
  • Envestnet Asset Management first reported a position in Congress SMid Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.