Quantinno Capital Management’s Congress SMid Growth ETF CSMD Stock Holding History

Quantinno Capital Management’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	$214K	Buy	+5,868	New	+$197K	﹤0.01%	3325
2026 Q1	–	Sell	-9,309	Closed	-$294K	–	3318
2025 Q4	$294K	Sell	9,309 -102	-1%	-$3.33K	﹤0.01%	2845
2025 Q3	$313K	Buy	9,411 +1,981	+27%	+$64.1K	﹤0.01%	2420
2025 Q2	$232K	Buy	+7,430	New	+$216K	﹤0.01%	2223

Other funds holding CSMD

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Quantinno Capital Management's CSMD Position: Q2 2026 in Review

Quantinno Capital Management opened a new position in Congress SMid Growth ETF (CSMD) in Q2 2026: 5,868 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #3325 among its holdings. This is a return to the name: Quantinno Capital Management previously reported a position in CSMD as recently as Q4 2025.

Quantinno Capital Management first reported a position in CSMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $313K in Q3 2025. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

Quantinno Capital Management held 5,868 shares of Congress SMid Growth ETF worth $214K as of Q2 2026.
Congress SMid Growth ETF was a new Quantinno Capital Management position in Q2 2026.
Congress SMid Growth ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #3325 holding.
Quantinno Capital Management first reported a position in Congress SMid Growth ETF in Q2 2025 and has held it in 4 quarters since.
Quantinno Capital Management's Congress SMid Growth ETF position peaked at $313K in Q3 2025.
41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.