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Hantz Financial Services’s Congress SMid Growth ETF CSMD Stock Holding History

Hantz Financial Services’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 		$223M Sell
6,100,013
-117,847
-2% -$3.96M 3.01% 7
2026
Q1 		$191M Sell
6,217,860
-1,271,377
-17% -$42M 2.91% 7
2025
Q4 		$237M Buy
7,489,237
+267,983
+4% +$8.73M 3.49% 5
2025
Q3 		$241M Buy
7,221,254
+216,440
+3% +$7M 3.64% 4
2025
Q2 		$218M Buy
7,004,814
+339,332
+5% +$9.88M 3.53% 4
2025
Q1 		$184M Buy
6,665,482
+442,855
+7% +$13.1M 3.24% 5
2024
Q4 		$186M Buy
6,222,627
+652,537
+12% +$19.9M 3.24% 4
2024
Q3 		$167M Buy
5,570,090
+816,925
+17% +$23.8M 2.96% 5
2024
Q2 		$136M Buy
4,753,165
+1,230,950
+35% +$35.2M 2.62% 6
2024
Q1 		$106M Buy
3,522,215
+1,570,558
+80% +$43.6M 2.07% 6
2023
Q4 		$52M Buy
+1,951,657
New +$47.6M 1.14% 14

Other funds holding CSMD

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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 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 $103B AUM 28.65% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return

Hantz Financial Services's CSMD Position: Q2 2026 in Review

Hantz Financial Services reduced its Congress SMid Growth ETF (CSMD) stake by 1.9% in Q2 2026, selling an estimated $3.96M and leaving 6,100,013 shares worth $223M. The position accounts for 3.01% of the portfolio, ranked #7.

Hantz Financial Services first reported a position in CSMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $241M in Q3 2025. 33 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Hantz Financial Services held 6,100,013 shares of Congress SMid Growth ETF worth $223M as of Q2 2026.
  • Hantz Financial Services sold 117,847 Congress SMid Growth ETF shares in Q2 2026, an estimated $3.96M.
  • Congress SMid Growth ETF made up 3.01% of Hantz Financial Services's portfolio in Q2 2026, its #7 holding.
  • Hantz Financial Services first reported a position in Congress SMid Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Hantz Financial Services's Congress SMid Growth ETF position peaked at $241M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.