Financial Network Wealth Advisors’s Congress SMid Growth ETF CSMD Stock Holding History

Financial Network Wealth Advisors’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	$220K	Sell	6,039 -1,040	-15%	-$34.9K	0.22%	89
2026 Q1	$217K	Sell	7,079 -448	-6%	-$14.8K	0.22%	85
2025 Q4	$238K	Sell	7,527 -166	-2%	-$5.41K	0.25%	79
2025 Q3	$256K	Buy	7,693 +28	+0.4%	+$905	0.28%	73
2025 Q2	$239K	Hold	7,665	–	–	0.29%	71
2025 Q1	$212K	Buy	7,665 +723	+10%	+$21.4K	0.28%	70
2024 Q4	$208K	Buy	+6,942	New	+$212K	0.39%	55
2024 Q3	–	Sell	-23,047	Closed	-$660K	–	845
2024 Q2	$660K	Buy	+23,047	New	+$659K	0.49%	44

Other funds holding CSMD

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

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

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

Financial Network Wealth Advisors's CSMD Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Congress SMid Growth ETF (CSMD) stake by 15% in Q2 2026, selling an estimated $34.9K and leaving 6,039 shares worth $220K. The position accounts for 0.22% of the portfolio, ranked #89.

Financial Network Wealth Advisors first reported a position in CSMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $660K in Q2 2024. 15 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

Financial Network Wealth Advisors held 6,039 shares of Congress SMid Growth ETF worth $220K as of Q2 2026.
Financial Network Wealth Advisors sold 1,040 Congress SMid Growth ETF shares in Q2 2026, an estimated $34.9K.
Congress SMid Growth ETF made up 0.22% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Financial Network Wealth Advisors first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Congress SMid Growth ETF position peaked at $660K in Q2 2024.
15 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.