Envestnet Portfolio Solutions’s Congress Intermediate Bond ETF CAFX Stock Holding History

Envestnet Portfolio Solutions’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	$20.4M	Sell	829,071 -5,031	-0.6%	-$125K	0.1%	133
2026 Q1	$20.7M	Buy	834,102 +27,297	+3%	+$683K	0.11%	109
2025 Q4	$20.2M	Buy	806,805 +106,307	+15%	+$2.67M	0.07%	143
2025 Q3	$17.5M	Buy	700,498 +63,292	+10%	+$1.58M	0.06%	149
2025 Q2	$15.9M	Buy	637,206 +119,179	+23%	+$2.95M	0.06%	157
2025 Q1	$12.8M	Buy	518,027 +76,084	+17%	+$1.87M	0.05%	185
2024 Q4	$10.8M	Buy	+441,943	New	+$10.9M	0.04%	232

Other funds holding CAFX

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ESB

Essex Savings Bank Essex, Connecticut $462M AUM 33.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions's CAFX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Congress Intermediate Bond ETF (CAFX) stake by 0.6% in Q2 2026, selling an estimated $125K and leaving 829,071 shares worth $20.4M. The position accounts for 0.1% of the portfolio, ranked #133.

Envestnet Portfolio Solutions first reported a position in CAFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.7M in Q1 2026. 10 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Envestnet Portfolio Solutions held 829,071 shares of Congress Intermediate Bond ETF worth $20.4M as of Q2 2026.
Envestnet Portfolio Solutions sold 5,031 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $125K.
Congress Intermediate Bond ETF made up 0.1% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #133 holding.
Envestnet Portfolio Solutions first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's Congress Intermediate Bond ETF position peaked at $20.7M in Q1 2026.
10 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.