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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
Q2 		$593K Buy
16,238
+55
+0.3% +$1.85K 0.05% 328
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 $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

Norden Group's CSMD Position: Q2 2026 in Review

Norden Group increased its Congress SMid Growth ETF (CSMD) stake by 0.34% in Q2 2026, buying an estimated $1.85K and bringing the position to 16,238 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #328.

Norden Group first reported a position in CSMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $880K in Q3 2024. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Norden Group held 16,238 shares of Congress SMid Growth ETF worth $593K as of Q2 2026.
  • Norden Group bought 55 Congress SMid Growth ETF shares in Q2 2026, an estimated $1.85K.
  • Congress SMid Growth ETF made up 0.05% of Norden Group's portfolio in Q2 2026, its #328 holding.
  • Norden Group first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Norden Group's Congress SMid Growth ETF position peaked at $880K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.