MOS
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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
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

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

MGO One Seven's CSMD Position: Q2 2026 in Review

MGO One Seven reduced its Congress SMid Growth ETF (CSMD) stake by 84% in Q2 2026, selling an estimated $13.2M and leaving 74,298 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #410.

MGO One Seven first reported a position in CSMD in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.6M in Q4 2025. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • MGO One Seven held 74,298 shares of Congress SMid Growth ETF worth $2.71M as of Q2 2026.
  • MGO One Seven sold 391,411 Congress SMid Growth ETF shares in Q2 2026, an estimated $13.2M.
  • Congress SMid Growth ETF made up 0.04% of MGO One Seven's portfolio in Q2 2026, its #410 holding.
  • MGO One Seven first reported a position in Congress SMid Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • MGO One Seven's Congress SMid Growth ETF position peaked at $14.6M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.