Steward Partners Investment Advisory’s Congress SMid Growth ETF CSMD Stock Holding History

Steward Partners Investment Advisory’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	$6.09K	Buy	+167	New	+$5.61K	﹤0.01%	3898

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

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

Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Steward Partners Investment Advisory's CSMD Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Congress SMid Growth ETF (CSMD) in Q2 2026: 167 shares worth $6.09K. The stake represents ﹤0.01% of the portfolio and ranks #3898 among its holdings.

41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

Steward Partners Investment Advisory held 167 shares of Congress SMid Growth ETF worth $6.09K as of Q2 2026.
Congress SMid Growth ETF was a new Steward Partners Investment Advisory position in Q2 2026.
Congress SMid Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3898 holding.
41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.