WA
CSMD icon

Waverly Advisors’s Congress SMid Growth ETF CSMD Stock Holding History

Waverly Advisors’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 		$208K Buy
+5,705
New +$192K ﹤0.01% 1609

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

Waverly Advisors's CSMD Position: Q2 2026 in Review

Waverly Advisors opened a new position in Congress SMid Growth ETF (CSMD) in Q2 2026: 5,705 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1609 among its holdings.

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

  • Waverly Advisors held 5,705 shares of Congress SMid Growth ETF worth $208K as of Q2 2026.
  • Congress SMid Growth ETF was a new Waverly Advisors position in Q2 2026.
  • Congress SMid Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1609 holding.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.