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 $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.1B AUM 24.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return