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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
Q2 		$5.17M Sell
141,552
-154
-0.1% -$5.17K 0.03% 466
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 $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Integrated Wealth Concepts's CSMD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Congress SMid Growth ETF (CSMD) stake by 0.11% in Q2 2026, selling an estimated $5.17K and leaving 141,552 shares worth $5.17M. The position accounts for 0.03% of the portfolio, ranked #466.

Integrated Wealth Concepts first reported a position in CSMD in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Integrated Wealth Concepts held 141,552 shares of Congress SMid Growth ETF worth $5.17M as of Q2 2026.
  • Integrated Wealth Concepts sold 154 Congress SMid Growth ETF shares in Q2 2026, an estimated $5.17K.
  • Congress SMid Growth ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #466 holding.
  • Integrated Wealth Concepts first reported a position in Congress SMid Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.