MGO One Seven’s Congress SMid Growth ETF CSMD Stock Holding History

MGO One Seven’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 Q3	$2.07M	Sell	61,044 -13,254	-18%	-$458K	0.03%	476
2026 Q2	$2.71M	Sell	74,298 -391,411	-84%	-$13.2M	0.04%	410
2026 Q1	$14.3M	Buy	465,709 +4,812	+1%	+$159K	0.29%	68
2025 Q4	$14.6M	Buy	460,897 +51,514	+13%	+$1.68M	0.3%	65
2025 Q3	$13.6M	Buy	409,383 +49,592	+14%	+$1.6M	0.31%	66
2025 Q2	$11.2M	Buy	359,791 +58,116	+19%	+$1.69M	0.36%	52
2025 Q1	$8.34M	Buy	301,675 +9,336	+3%	+$277K	0.32%	72
2024 Q4	$8.75M	Buy	292,339 +218,369	+295%	+$6.66M	0.33%	56
2024 Q3	$2.21M	Buy	+73,970	New	+$2.15M	0.1%	233

Other funds holding CSMD

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $516M AUM 14.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MGO One Seven's CSMD Position: Q3 2026 in Review

MGO One Seven reduced its Congress SMid Growth ETF (CSMD) stake by 18% in Q3 2026, selling an estimated $458K and leaving 61,044 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #476.

MGO One Seven first reported a position in CSMD in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.6M in Q4 2025. 15 funds tracked by Wall St. Rank hold CSMD as of Q3 2026.

MGO One Seven held 61,044 shares of Congress SMid Growth ETF worth $2.07M as of Q3 2026.
MGO One Seven sold 13,254 Congress SMid Growth ETF shares in Q3 2026, an estimated $458K.
Congress SMid Growth ETF made up 0.03% of MGO One Seven's portfolio in Q3 2026, its #476 holding.
MGO One Seven first reported a position in Congress SMid Growth ETF in Q3 2024 and has held it in 9 quarters since.
MGO One Seven's Congress SMid Growth ETF position peaked at $14.6M in Q4 2025.
15 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.