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Integrated Wealth Concepts’s Congress SMid Growth ETF CSMD Stock Holding History

Integrated Wealth Concepts’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 		$4.35M Buy
141,706
+19,171
+16% +$633K 0.03% 470
2025
Q4 		$3.87M Buy
122,535
+9,910
+9% +$323K 0.05% 348
2025
Q3 		$3.75M Buy
112,625
+16,371
+17% +$529K 0.03% 462
2025
Q2 		$3M Buy
+96,254
New +$2.8M 0.03% 495

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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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 $6.06B AUM 28.9% 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

Integrated Wealth Concepts's CSMD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Congress SMid Growth ETF (CSMD) stake by 16% in Q1 2026, buying an estimated $633K and bringing the position to 141,706 shares worth $4.35M. The position accounts for 0.03% of the portfolio, ranked #470.

Integrated Wealth Concepts first reported a position in CSMD in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Integrated Wealth Concepts held 141,706 shares of Congress SMid Growth ETF worth $4.35M as of Q1 2026.
  • Integrated Wealth Concepts bought 19,171 Congress SMid Growth ETF shares in Q1 2026, an estimated $633K.
  • Congress SMid Growth ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #470 holding.
  • Integrated Wealth Concepts first reported a position in Congress SMid Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.