FW
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FullCircle Wealth’s Congress SMid Growth ETF CSMD Stock Holding History

FullCircle Wealth’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
2025
Q1 		– Sell
-33,752
Closed -$1.03M – 250
2024
Q4 		$1.03M Buy
+33,752
New +$1.03M 0.42% 75

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $130M AUM 25.07% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return

FullCircle Wealth's CSMD Position: Q1 2025 in Review

FullCircle Wealth sold out of Congress SMid Growth ETF (CSMD) in Q1 2025, closing a stake of 33,752 shares — an estimated $1.03M sold.

FullCircle Wealth first reported a position in CSMD in Q4 2024 and held it in 1 quarter. The position peaked at $1.03M in Q4 2024. 18 funds tracked by Wall St. Rank hold CSMD as of Q1 2025.

  • FullCircle Wealth reported no remaining Congress SMid Growth ETF position as of Q1 2025 after selling out during the quarter.
  • FullCircle Wealth sold 33,752 Congress SMid Growth ETF shares in Q1 2025, an estimated $1.03M.
  • FullCircle Wealth first reported a position in Congress SMid Growth ETF in Q4 2024 and held it in 1 quarter.
  • FullCircle Wealth's Congress SMid Growth ETF position peaked at $1.03M in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2025.

Based on FullCircle Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.