Citadel Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

Citadel 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	$2.27M	Sell	92,192 -7,796	-8%	-$193K	﹤0.01%	6277
2026 Q1	$2.48M	Buy	99,988 +47,853	+92%	+$1.2M	﹤0.01%	5641
2025 Q4	$1.3M	Buy	52,135 +11,119	+27%	+$279K	﹤0.01%	6824
2025 Q3	$1.03M	Sell	41,016 -18,892	-32%	-$472K	﹤0.01%	7493
2025 Q2	$1.49M	Buy	59,908 +48,992	+449%	+$1.21M	﹤0.01%	6268
2025 Q1	$271K	Sell	10,916 -3,981	-27%	-$97.9K	﹤0.01%	9819
2024 Q4	$364K	Sell	14,897 -97,681	-87%	-$2.41M	﹤0.01%	9267
2024 Q3	$2.82M	Buy	+112,578	New	+$2.83M	﹤0.01%	4896

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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 $1.87B AUM 37.01% 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

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Citadel Advisors's CAFX Position: Q2 2026 in Review

Citadel Advisors reduced its Congress Intermediate Bond ETF (CAFX) stake by 7.8% in Q2 2026, selling an estimated $193K and leaving 92,192 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #6277.

Citadel Advisors first reported a position in CAFX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q3 2024. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Citadel Advisors held 92,192 shares of Congress Intermediate Bond ETF worth $2.27M as of Q2 2026.
Citadel Advisors sold 7,796 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $193K.
Congress Intermediate Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6277 holding.
Citadel Advisors first reported a position in Congress Intermediate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Citadel Advisors's Congress Intermediate Bond ETF position peaked at $2.82M in Q3 2024.
25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.