UBS AM’s Congress SMid Growth ETF CSMD Stock Holding History

UBS AM’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	–	Sell	-237	Closed	-$7.28K	–	3745
2026 Q1	$7.28K	Buy	+237	New	+$7.83K	﹤0.01%	3374

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

UBS AM's CSMD Position: Q2 2026 in Review

UBS AM sold out of Congress SMid Growth ETF (CSMD) in Q2 2026, closing a stake of 237 shares — an estimated $7.28K sold.

UBS AM first reported a position in CSMD in Q1 2026 and held it in 1 quarter. The position peaked at $7.28K in Q1 2026. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

UBS AM reported no remaining Congress SMid Growth ETF position as of Q2 2026 after selling out during the quarter.
UBS AM sold 237 Congress SMid Growth ETF shares in Q2 2026, an estimated $7.28K.
UBS AM first reported a position in Congress SMid Growth ETF in Q1 2026 and held it in 1 quarter.
UBS AM's Congress SMid Growth ETF position peaked at $7.28K in Q1 2026.
41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.