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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
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 $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Glenview Trust's CSMD Position: Q1 2026 in Review

Glenview Trust increased its Congress SMid Growth ETF (CSMD) stake by 22% in Q1 2026, buying an estimated $7.13M and bringing the position to 1,212,165 shares worth $37.2M. The position accounts for 0.58% of the portfolio, ranked #39.

Glenview Trust first reported a position in CSMD in Q4 2024 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Glenview Trust held 1,212,165 shares of Congress SMid Growth ETF worth $37.2M as of Q1 2026.
  • Glenview Trust bought 216,017 Congress SMid Growth ETF shares in Q1 2026, an estimated $7.13M.
  • Congress SMid Growth ETF made up 0.58% of Glenview Trust's portfolio in Q1 2026, its #39 holding.
  • Glenview Trust first reported a position in Congress SMid Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.