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 Q3	$140K	Sell	4,127 -1,912	-32%	-$66.1K	0.14%	128
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

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Financial Network Wealth Advisors's CSMD Position: Q3 2026 in Review

Financial Network Wealth Advisors reduced its Congress SMid Growth ETF (CSMD) stake by 32% in Q3 2026, selling an estimated $66.1K and leaving 4,127 shares worth $140K. The position accounts for 0.14% of the portfolio, ranked #128.

Financial Network Wealth Advisors first reported a position in CSMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $660K in Q2 2024. 15 funds tracked by Wall St. Rank hold CSMD as of Q3 2026.

Financial Network Wealth Advisors held 4,127 shares of Congress SMid Growth ETF worth $140K as of Q3 2026.
Financial Network Wealth Advisors sold 1,912 Congress SMid Growth ETF shares in Q3 2026, an estimated $66.1K.
Congress SMid Growth ETF made up 0.14% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #128 holding.
Financial Network Wealth Advisors first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 9 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 Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.