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Portside Wealth Group’s Congress SMid Growth ETF CSMD Stock Holding History

Portside Wealth 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 		$902K Sell
24,711
-60,145
-71% -$2.02M 0.11% 210
2026
Q1 		$2.61M Buy
84,856
+27,177
+47% +$898K 0.35% 66
2025
Q4 		$1.82M Buy
57,679
+15,772
+38% +$514K 0.25% 93
2025
Q3 		$1.4M Buy
41,907
+12,511
+43% +$405K 0.19% 118
2025
Q2 		$917K Sell
29,396
-1,567
-5% -$45.6K 0.14% 160
2025
Q1 		$856K Sell
30,963
-1,733
-5% -$51.4K 0.14% 165
2024
Q4 		$978K Sell
32,696
-24,568
-43% -$750K 0.16% 139
2024
Q3 		$1.71M Buy
57,264
+11,708
+26% +$341K 0.29% 85
2024
Q2 		$1.31M Buy
+45,556
New +$1.3M 0.25% 99

Other funds holding CSMD

BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Portside Wealth Group's CSMD Position: Q2 2026 in Review

Portside Wealth Group reduced its Congress SMid Growth ETF (CSMD) stake by 71% in Q2 2026, selling an estimated $2.02M and leaving 24,711 shares worth $902K. The position accounts for 0.11% of the portfolio, ranked #210.

Portside Wealth Group first reported a position in CSMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.61M in Q1 2026. 6 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Portside Wealth Group held 24,711 shares of Congress SMid Growth ETF worth $902K as of Q2 2026.
  • Portside Wealth Group sold 60,145 Congress SMid Growth ETF shares in Q2 2026, an estimated $2.02M.
  • Congress SMid Growth ETF made up 0.11% of Portside Wealth Group's portfolio in Q2 2026, its #210 holding.
  • Portside Wealth Group first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Portside Wealth Group's Congress SMid Growth ETF position peaked at $2.61M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.