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Nuveen’s Congress SMid Growth ETF CSMD Stock Holding History

Nuveen’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 		$5.72M Buy
+156,838
New +$5.27M ﹤0.01% 2024

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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 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 $103B AUM 28.65% 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
CP
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return

Nuveen's CSMD Position: Q2 2026 in Review

Nuveen opened a new position in Congress SMid Growth ETF (CSMD) in Q2 2026: 156,838 shares worth $5.72M. The stake represents ﹤0.01% of the portfolio and ranks #2024 among its holdings.

33 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Nuveen held 156,838 shares of Congress SMid Growth ETF worth $5.72M as of Q2 2026.
  • Congress SMid Growth ETF was a new Nuveen position in Q2 2026.
  • Congress SMid Growth ETF made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2024 holding.
  • 33 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.