CWM
CAFX

Congress Wealth Management’s Congress Intermediate Bond ETF CAFX Stock Holding History

Congress Wealth Management’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
2025
Q2 		$67.7M Buy
2,715,409
+227,287
+9% +$5.63M 0.66% 23
2025
Q1 		$61.7M Buy
2,488,122
+252,374
+11% +$6.21M 0.74% 21
2024
Q4 		$54.6M Buy
2,235,748
+329,125
+17% +$8.12M 0.75% 22
2024
Q3 		$47.8M Buy
+1,906,623
New +$47.9M 0.64% 28

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ESB
Essex Savings Bank Essex, Connecticut $462M AUM 33.53% 1-Year Est. Return

Congress Wealth Management's CAFX Position: Q2 2025 in Review

Congress Wealth Management increased its Congress Intermediate Bond ETF (CAFX) stake by 9.1% in Q2 2025, buying an estimated $5.63M and bringing the position to 2,715,409 shares worth $67.7M. The position accounts for 0.66% of the portfolio, ranked #23.

Congress Wealth Management first reported a position in CAFX in Q3 2024 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold CAFX as of Q2 2025.

  • Congress Wealth Management held 2,715,409 shares of Congress Intermediate Bond ETF worth $67.7M as of Q2 2025.
  • Congress Wealth Management bought 227,287 Congress Intermediate Bond ETF shares in Q2 2025, an estimated $5.63M.
  • Congress Intermediate Bond ETF made up 0.66% of Congress Wealth Management's portfolio in Q2 2025, its #23 holding.
  • Congress Wealth Management first reported a position in Congress Intermediate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.