Cetera Investment Advisers
CAFX

Cetera Investment Advisers’s Congress Intermediate Bond ETF CAFX Stock Holding History

Cetera Investment Advisers’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
-25,411
Closed -$636K – 4998
2025
Q4 		$636K Buy
+25,411
New +$637K ﹤0.01% 3228

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers's CAFX Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Congress Intermediate Bond ETF (CAFX) in Q1 2026, closing a stake of 25,411 shares — an estimated $636K sold.

Cetera Investment Advisers first reported a position in CAFX in Q4 2025 and held it in 1 quarter. The position peaked at $636K in Q4 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Congress Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 25,411 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $636K.
  • Cetera Investment Advisers first reported a position in Congress Intermediate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cetera Investment Advisers's Congress Intermediate Bond ETF position peaked at $636K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.