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
Q2 		$64M Buy
2,600,028
+18,276
+0.7% +$453K 0.02% 754
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 $85.1B AUM 27.35% 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 $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Envestnet Asset Management's CAFX Position: Q2 2026 in Review

Envestnet Asset Management increased its Congress Intermediate Bond ETF (CAFX) stake by 0.71% in Q2 2026, buying an estimated $453K and bringing the position to 2,600,028 shares worth $64M. The position accounts for 0.02% of the portfolio, ranked #754.

Envestnet Asset Management first reported a position in CAFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $67M in Q3 2025. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

  • Envestnet Asset Management held 2,600,028 shares of Congress Intermediate Bond ETF worth $64M as of Q2 2026.
  • Envestnet Asset Management bought 18,276 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $453K.
  • Congress Intermediate Bond ETF made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #754 holding.
  • Envestnet Asset Management first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's Congress Intermediate Bond ETF position peaked at $67M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.