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

Envestnet Asset Management’s Portfolio CSMD Stock Details CSMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.3M Buy
524,355
+237,404
+83% +$7.4M ﹤0.01% 1382
2025
Q1 		$7.94M Buy
286,951
+265,207
+1,220% +$7.34M ﹤0.01% 1813
2024
Q4 		$651K Buy
+21,744
New +$651K ﹤0.01% 3432