Old Mission Capital
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Old Mission Capital’s Congress SMid Growth ETF CSMD Stock Holding History

Old Mission Capital’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
2025
Q1 		– Sell
-11,033
Closed -$330K – 972
2024
Q4 		$330K Sell
11,033
-5,594
-34% -$171K 0.01% 736
2024
Q3 		$497K Buy
16,627
+4,596
+38% +$134K 0.01% 746
2024
Q2 		$345K Buy
+12,031
New +$344K 0.01% 861

Other funds holding CSMD

Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
TownSquare Capital
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Clarendon Private
Clarendon Private Boston, Massachusetts $156M AUM 32.94% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Old Mission Capital's CSMD Position: Q1 2025 in Review

Old Mission Capital sold out of Congress SMid Growth ETF (CSMD) in Q1 2025, closing a stake of 11,033 shares — an estimated $330K sold.

Old Mission Capital first reported a position in CSMD in Q2 2024 and held it in 3 quarters. The position peaked at $497K in Q3 2024. 18 funds tracked by Wall St. Rank hold CSMD as of Q1 2025.

  • Old Mission Capital reported no remaining Congress SMid Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 11,033 Congress SMid Growth ETF shares in Q1 2025, an estimated $330K.
  • Old Mission Capital first reported a position in Congress SMid Growth ETF in Q2 2024 and held it in 3 quarters.
  • Old Mission Capital's Congress SMid Growth ETF position peaked at $497K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.