Commonwealth Equity Services’s Congress Intermediate Bond ETF CAFX Stock Holding History

Commonwealth Equity Services’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	$2.38M	Buy	+96,020	New	+$2.4M	﹤0.01%	1856

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services's CAFX Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in Congress Intermediate Bond ETF (CAFX) in Q1 2026: 96,020 shares worth $2.38M. The stake represents ﹤0.01% of the portfolio and ranks #1856 among its holdings.

22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

Commonwealth Equity Services held 96,020 shares of Congress Intermediate Bond ETF worth $2.38M as of Q1 2026.
Congress Intermediate Bond ETF was a new Commonwealth Equity Services position in Q1 2026.
Congress Intermediate Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1856 holding.
22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.