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Glenview Trust’s Congress SMid Growth ETF CSMD Stock Holding History

Glenview Trust’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 		$45.8M Buy
1,253,954
+41,789
+3% +$1.4M 0.63% 36
2026
Q1 		$37.2M Buy
1,212,165
+216,017
+22% +$7.13M 0.58% 39
2025
Q4 		$31.5M Buy
996,148
+58,000
+6% +$1.89M 0.49% 43
2025
Q3 		$31.2M Buy
938,148
+36,901
+4% +$1.19M 0.5% 39
2025
Q2 		$28.1M Buy
901,247
+141,474
+19% +$4.12M 0.49% 45
2025
Q1 		$21M Buy
759,773
+117,561
+18% +$3.49M 0.41% 57
2024
Q4 		$19.2M Buy
+642,212
New +$19.6M 0.36% 63

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Glenview Trust's CSMD Position: Q2 2026 in Review

Glenview Trust increased its Congress SMid Growth ETF (CSMD) stake by 3.4% in Q2 2026, buying an estimated $1.4M and bringing the position to 1,253,954 shares worth $45.8M. The position accounts for 0.63% of the portfolio, ranked #36.

Glenview Trust first reported a position in CSMD in Q4 2024 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Glenview Trust held 1,253,954 shares of Congress SMid Growth ETF worth $45.8M as of Q2 2026.
  • Glenview Trust bought 41,789 Congress SMid Growth ETF shares in Q2 2026, an estimated $1.4M.
  • Congress SMid Growth ETF made up 0.63% of Glenview Trust's portfolio in Q2 2026, its #36 holding.
  • Glenview Trust first reported a position in Congress SMid Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.