Gibbs Wealth Management’s Congress SMid Growth ETF CSMD Stock Holding History

Gibbs Wealth 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 Q1	$1.9M	Sell	61,885 -1,236	-2%	-$40.8K	0.25%	74
2025 Q4	$2.11M	Sell	63,121 -5,569	-8%	-$182K	0.51%	33
2025 Q3	$2.29M	Sell	68,690 -9,150	-12%	-$296K	0.52%	35
2025 Q2	$2.43M	Buy	77,840 +6,115	+9%	+$178K	0.47%	44
2025 Q1	$1.98M	Buy	71,725 +257	+0.4%	+$7.62K	0.48%	48
2024 Q4	$2.14M	Sell	71,468 -41,259	-37%	-$1.26M	0.58%	39
2024 Q3	$3.37M	Sell	112,727 -691	-0.6%	-$20.1K	1.09%	18
2024 Q2	$3.25M	Buy	+113,418	New	+$3.24M	1.32%	13

Other funds holding CSMD

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Gibbs Wealth Management's CSMD Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Congress SMid Growth ETF (CSMD) stake by 2% in Q1 2026, selling an estimated $40.8K and leaving 61,885 shares worth $1.9M. The position accounts for 0.25% of the portfolio, ranked #74.

Gibbs Wealth Management first reported a position in CSMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.37M in Q3 2024. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

Gibbs Wealth Management held 61,885 shares of Congress SMid Growth ETF worth $1.9M as of Q1 2026.
Gibbs Wealth Management sold 1,236 Congress SMid Growth ETF shares in Q1 2026, an estimated $40.8K.
Congress SMid Growth ETF made up 0.25% of Gibbs Wealth Management's portfolio in Q1 2026, its #74 holding.
Gibbs Wealth Management first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 8 quarters since.
Gibbs Wealth Management's Congress SMid Growth ETF position peaked at $3.37M in Q3 2024.
37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.