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% 1073
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

BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 #1073.

Envestnet Asset Management first reported a position in CSMD in Q4 2024 and has held it in 7 quarters since. 16 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 #1073 holding.
  • Envestnet Asset Management first reported a position in Congress SMid Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 16 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.