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CSMDCSMD
5 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in CONGRESS SMID GROWTH ETF

Aptus Capital Advisors, LLC holds 12,309 shares of CSMD (CONGRESS SMID GROWTH ETF), worth $449,155 as of 2026-Q2. The position was increased (+25.6% shares). CSMD represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$449,155

Current Shares

12,309

Total Value Change

+$227,340

Total Shares Change

+5,195

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,309
+25.6%
$449,1550.0%$36.49
30
2026-Q1
Increased
9,796
+23.3%
$300,8350.0%$33.15
28
2025-Q4
Increased
7,945
+9.3%
$251,2210.0%$32.00
25
2025-Q3
Increased
7,269
+2.2%
$242,1300.0%$33.18
24
2025-Q2
New
7,114
-
$221,8150.0%$31.18
32

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

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