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

UBS Group’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 		$7.81K Sell
214
-23
-10% -$773 ﹤0.01% 8735
2026
Q1 		$7.28K Sell
237
-256
-52% -$8.46K ﹤0.01% 8599
2025
Q4 		$15.6K Buy
+493
New +$16.1K ﹤0.01% 7955
2025
Q3 		– Sell
-13,268
Closed -$414K – 10400
2025
Q2 		$414K Buy
13,268
+2,684
+25% +$78.1K ﹤0.01% 6167
2025
Q1 		$293K Buy
+10,584
New +$314K ﹤0.01% 6265
2024
Q4 		– Sell
-109
Closed -$3.26K – 9997
2024
Q3 		$3.26K Sell
109
-741
-87% -$21.6K ﹤0.01% 8297
2024
Q2 		$24.4K Buy
850
+109
+15% +$3.12K ﹤0.01% 7179
2024
Q1 		$22.3K Buy
+741
New +$20.6K ﹤0.01% 6880

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

UBS Group's CSMD Position: Q2 2026 in Review

UBS Group reduced its Congress SMid Growth ETF (CSMD) stake by 9.7% in Q2 2026, selling an estimated $773 and leaving 214 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #8735.

UBS Group first reported a position in CSMD in Q1 2024 and has held it in 8 quarters since. The position peaked at $414K in Q2 2025. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • UBS Group held 214 shares of Congress SMid Growth ETF worth $7.81K as of Q2 2026.
  • UBS Group sold 23 Congress SMid Growth ETF shares in Q2 2026, an estimated $773.
  • Congress SMid Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8735 holding.
  • UBS Group first reported a position in Congress SMid Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • UBS Group's Congress SMid Growth ETF position peaked at $414K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

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