Cambridge Investment Research Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

Cambridge Investment Research 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	$256K	Buy	10,405 +488	+5%	+$12.1K	﹤0.01%	3592
2026 Q1	$246K	Sell	9,917 -21	-0.2%	-$525	﹤0.01%	3471
2025 Q4	$249K	Buy	9,938 +445	+5%	+$11.2K	﹤0.01%	3383
2025 Q3	$238K	Buy	+9,493	New	+$237K	﹤0.01%	3336

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors's CAFX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Congress Intermediate Bond ETF (CAFX) stake by 4.9% in Q2 2026, buying an estimated $12.1K and bringing the position to 10,405 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Cambridge Investment Research Advisors first reported a position in CAFX in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Cambridge Investment Research Advisors held 10,405 shares of Congress Intermediate Bond ETF worth $256K as of Q2 2026.
Cambridge Investment Research Advisors bought 488 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $12.1K.
Congress Intermediate Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3592 holding.
Cambridge Investment Research Advisors first reported a position in Congress Intermediate Bond ETF in Q3 2025 and has held it in 4 quarters since.
25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.