NG
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Norden Group’s Congress SMid Growth ETF CSMD Stock Holding History

Norden Group’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
Q1 		$497K Sell
16,183
-5,984
-27% -$198K 0.05% 327
2025
Q4 		$701K Buy
22,167
+45
+0.2% +$1.47K 0.07% 267
2025
Q3 		$737K Sell
22,122
-227
-1% -$7.34K 0.07% 256
2025
Q2 		$697K Hold
22,349
– – 0.08% 262
2025
Q1 		$618K Sell
22,349
-1,647
-7% -$48.8K 0.07% 264
2024
Q4 		$718K Sell
23,996
-5,412
-18% -$165K 0.08% 260
2024
Q3 		$880K Buy
29,408
+20,126
+217% +$586K 0.1% 216
2024
Q2 		$266K Buy
+9,282
New +$265K 0.05% 332

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return