AFG
CAFX

Atomi Financial Group’s Congress Intermediate Bond ETF CAFX Stock Holding History

Atomi Financial Group’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
2025
Q2 		– Sell
-12,704
Closed -$315K – 1181
2025
Q1 		$315K Buy
+12,704
New +$313K 0.01% 749

Other funds holding CAFX

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atomi Financial Group's CAFX Position: Q2 2025 in Review

Atomi Financial Group sold out of Congress Intermediate Bond ETF (CAFX) in Q2 2025, closing a stake of 12,704 shares — an estimated $315K sold.

Atomi Financial Group first reported a position in CAFX in Q1 2025 and held it in 1 quarter. The position peaked at $315K in Q1 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q2 2025.

  • Atomi Financial Group reported no remaining Congress Intermediate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 12,704 Congress Intermediate Bond ETF shares in Q2 2025, an estimated $315K.
  • Atomi Financial Group first reported a position in Congress Intermediate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Atomi Financial Group's Congress Intermediate Bond ETF position peaked at $315K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.