Osaic Holdings
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Osaic Holdings’s Congress SMid Growth ETF CSMD Stock Holding History

Osaic Holdings’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 		$11.7M Buy
381,639
+32,198
+9% +$1.06M 0.02% 812
2025
Q4 		$11M Buy
349,441
+33,843
+11% +$1.1M 0.02% 871
2025
Q3 		$10.5M Buy
315,598
+313,681
+16,363% +$10.1M 0.01% 976
2025
Q2 		$59.8K Buy
+1,917
New +$55.8K ﹤0.01% 4919
2025
Q1 		– Sell
-4,351
Closed -$130K – 7496
2024
Q4 		$130K Sell
4,351
-520
-11% -$15.9K ﹤0.01% 3985
2024
Q3 		$146K Hold
4,871
– – ﹤0.01% 3919
2024
Q2 		$140K Buy
4,871
+4,404
+943% +$126K ﹤0.01% 3869
2024
Q1 		$14.1K Buy
+467
New +$13K ﹤0.01% 5557

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return