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
Q2 		$245K Sell
6,706
-9,741
-59% -$327K 0.06% 327
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 $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
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

Revisor Wealth Management's CSMD Position: Q2 2026 in Review

Revisor Wealth Management reduced its Congress SMid Growth ETF (CSMD) stake by 59% in Q2 2026, selling an estimated $327K and leaving 6,706 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #327.

Revisor Wealth Management first reported a position in CSMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $706K in Q4 2025. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Revisor Wealth Management held 6,706 shares of Congress SMid Growth ETF worth $245K as of Q2 2026.
  • Revisor Wealth Management sold 9,741 Congress SMid Growth ETF shares in Q2 2026, an estimated $327K.
  • Congress SMid Growth ETF made up 0.06% of Revisor Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Revisor Wealth Management first reported a position in Congress SMid Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Revisor Wealth Management's Congress SMid Growth ETF position peaked at $706K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.