Envestnet Asset Management
CAFX

Envestnet Asset Management’s Congress Intermediate Bond ETF CAFX Stock Holding History

Envestnet Asset 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
2026
Q1 		$64M Sell
2,581,752
-48,501
-2% -$1.21M 0.02% 703
2025
Q4 		$65.8M Sell
2,630,253
-48,771
-2% -$1.22M 0.02% 623
2025
Q3 		$67M Buy
2,679,024
+394
+0% +$9.85K 0.02% 651
2025
Q2 		$66.8M Buy
2,678,630
+128,492
+5% +$3.18M 0.02% 654
2025
Q1 		$63.2M Buy
2,550,138
+54,041
+2% +$1.33M 0.02% 622
2024
Q4 		$61M Buy
+2,496,097
New +$61.6M 0.02% 618

Other funds holding CAFX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management's CAFX Position: Q1 2026 in Review

Envestnet Asset Management reduced its Congress Intermediate Bond ETF (CAFX) stake by 1.8% in Q1 2026, selling an estimated $1.21M and leaving 2,581,752 shares worth $64M. The position accounts for 0.02% of the portfolio, ranked #703.

Envestnet Asset Management first reported a position in CAFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $67M in Q3 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

  • Envestnet Asset Management held 2,581,752 shares of Congress Intermediate Bond ETF worth $64M as of Q1 2026.
  • Envestnet Asset Management sold 48,501 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $1.21M.
  • Congress Intermediate Bond ETF made up 0.02% of Envestnet Asset Management's portfolio in Q1 2026, its #703 holding.
  • Envestnet Asset Management first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Envestnet Asset Management's Congress Intermediate Bond ETF position peaked at $67M in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.