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

BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 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. 15 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.
  • 15 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.