RWM
CSMD icon

Revisor Wealth Management’s Congress SMid Growth ETF CSMD Stock Holding History

Revisor Wealth 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
Q1 		$505K Sell
16,447
-4,526
-22% -$149K 0.14% 161
2025
Q4 		$706K Buy
20,973
+13,974
+200% +$455K 0.19% 123
2025
Q3 		$234K Buy
+6,999
New +$226K 0.08% 244

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Revisor Wealth Management's CSMD Position: Q1 2026 in Review

Revisor Wealth Management reduced its Congress SMid Growth ETF (CSMD) stake by 22% in Q1 2026, selling an estimated $149K and leaving 16,447 shares worth $505K. The position accounts for 0.14% of the portfolio, ranked #161.

Revisor Wealth Management first reported a position in CSMD in Q3 2025 and has held it in 3 quarters since. The position peaked at $706K in Q4 2025. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Revisor Wealth Management held 16,447 shares of Congress SMid Growth ETF worth $505K as of Q1 2026.
  • Revisor Wealth Management sold 4,526 Congress SMid Growth ETF shares in Q1 2026, an estimated $149K.
  • Congress SMid Growth ETF made up 0.14% of Revisor Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Revisor Wealth Management first reported a position in Congress SMid Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Revisor Wealth Management's Congress SMid Growth ETF position peaked at $706K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.