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CSMDCSMD
4 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in CONGRESS SMID GROWTH ETF

JONES FINANCIAL COMPANIES LLLP holds 131,581 shares of CSMD (CONGRESS SMID GROWTH ETF), worth $4.7M as of 2026-Q2. The position was increased (+51.6% shares). CSMD represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$4.7M

Current Shares

131,581

Total Value Change

+$4.4M

Total Shares Change

+124,063

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
131,581
+51.6%
$4.7M0.0%$36.49
37
2026-Q1
Increased
86,787
+117.2%
$2.6M0.0%$33.15
42
2025-Q4
Increased
39,964
+431.6%
$1.3M0.0%$32.00
41
2025-Q3
New
7,518
-
$250,0510.0%$33.18
32

Other major holders of CSMD: MORGAN STANLEY, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC

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