B. Riley Wealth Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

B. Riley Wealth Advisors’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 Q2	$3.15M	Sell	127,758 -851	-0.7%	-$21.1K	0.17%	128
2026 Q1	$3.18M	Buy	128,609 +10,249	+9%	+$256K	0.2%	118
2025 Q4	$2.96M	Buy	118,360 +29,598	+33%	+$742K	0.14%	155
2025 Q3	$2.22M	Buy	88,762 +42,732	+93%	+$1.07M	0.1%	191
2025 Q2	$1.15M	Buy	+46,030	New	+$1.14M	0.05%	324

Other funds holding CAFX

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ESB

Essex Savings Bank Essex, Connecticut $462M AUM 33.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

B. Riley Wealth Advisors's CAFX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Congress Intermediate Bond ETF (CAFX) stake by 0.66% in Q2 2026, selling an estimated $21.1K and leaving 127,758 shares worth $3.15M. The position accounts for 0.17% of the portfolio, ranked #128.

B. Riley Wealth Advisors first reported a position in CAFX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q1 2026. 10 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

B. Riley Wealth Advisors held 127,758 shares of Congress Intermediate Bond ETF worth $3.15M as of Q2 2026.
B. Riley Wealth Advisors sold 851 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $21.1K.
Congress Intermediate Bond ETF made up 0.17% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #128 holding.
B. Riley Wealth Advisors first reported a position in Congress Intermediate Bond ETF in Q2 2025 and has held it in 5 quarters since.
B. Riley Wealth Advisors's Congress Intermediate Bond ETF position peaked at $3.18M in Q1 2026.
10 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.