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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$67.7M Buy
2,715,409
+227,287
+9% +$5.67M 0.66% 23
2025
Q1 		$61.7M Buy
2,488,122
+252,374
+11% +$6.26M 0.74% 21
2024
Q4 		$54.6M Buy
2,235,748
+329,125
+17% +$8.04M 0.75% 22
2024
Q3 		$47.8M Buy
+1,906,623
New +$47.8M 0.64% 28