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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 41 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.
41 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.