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CSMDCSMD
7 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in CONGRESS SMID GROWTH ETF

ENVESTNET ASSET MANAGEMENT INC holds 952,997 shares of CSMD (CONGRESS SMID GROWTH ETF), worth $34.8M as of 2026-Q2. The position was increased (+15.9% shares). CSMD represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$34.8M

Current Shares

952,997

Total Value Change

+$34.1M

Total Shares Change

+931,253

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
952,997
+15.9%
$34.8M0.0%$36.49
33
2026-Q1
Increased
822,259
+30.0%
$25.3M0.0%$33.15
36
2025-Q4
Increased
632,721
+14.4%
$20M0.0%$32.00
32
2025-Q3
Increased
553,001
+5.5%
$18.4M0.0%$33.18
30
2025-Q2
Increased
524,355
+82.7%
$16.3M0.0%$31.18
44
2025-Q1
Increased
286,951
+1219.7%
$7.9M0.0%$27.66
44
2024-Q4
New
21,744
-
$650,5840.0%$29.92
34

Other major holders of CSMD: MORGAN STANLEY, Rockefeller Capital Management L.P.

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