Jones Financial Companies
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Jones Financial Companies’s Congress SMid Growth ETF CSMD Stock Holding History

Jones Financial Companies’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 		$4.69M Buy
131,581
+44,794
+52% +$1.51M ﹤0.01% 1223
2026
Q1 		$2.64M Buy
86,787
+46,823
+117% +$1.55M ﹤0.01% 1314
2025
Q4 		$1.26M Buy
39,964
+32,446
+432% +$1.06M ﹤0.01% 1141
2025
Q3 		$250K Buy
+7,518
New +$243K ﹤0.01% 1698

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jones Financial Companies's CSMD Position: Q2 2026 in Review

Jones Financial Companies increased its Congress SMid Growth ETF (CSMD) stake by 52% in Q2 2026, buying an estimated $1.51M and bringing the position to 131,581 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Jones Financial Companies first reported a position in CSMD in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Jones Financial Companies held 131,581 shares of Congress SMid Growth ETF worth $4.69M as of Q2 2026.
  • Jones Financial Companies bought 44,794 Congress SMid Growth ETF shares in Q2 2026, an estimated $1.51M.
  • Congress SMid Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1223 holding.
  • Jones Financial Companies first reported a position in Congress SMid Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.