AF
CAFX

Allworth Financial’s Congress Intermediate Bond ETF CAFX Stock Holding History

Allworth Financial’s Portfolio CAFX Stock Details CAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,450
Closed -$36.3K – 5336
2025
Q4 		$36.3K Buy
+1,450
New +$36.4K ﹤0.01% 2414

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allworth Financial's CAFX Position: Q1 2026 in Review

Allworth Financial sold out of Congress Intermediate Bond ETF (CAFX) in Q1 2026, closing a stake of 1,450 shares — an estimated $36.3K sold.

Allworth Financial first reported a position in CAFX in Q4 2025 and held it in 1 quarter. The position peaked at $36.3K in Q4 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

  • Allworth Financial reported no remaining Congress Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 1,450 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $36.3K.
  • Allworth Financial first reported a position in Congress Intermediate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Allworth Financial's Congress Intermediate Bond ETF position peaked at $36.3K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.