J.W. Cole Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

J.W. Cole Advisors’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	$262K	Buy	+10,638	New	+$263K	﹤0.01%	1354
2026 Q1	–	Sell	-10,728	Closed	-$268K	–	1525
2025 Q4	$268K	Buy	10,728 +501	+5%	+$12.6K	0.01%	1153
2025 Q3	$256K	Sell	10,227 -243	-2%	-$6.07K	﹤0.01%	1309
2025 Q2	$261K	Buy	10,470 +740	+8%	+$18.3K	0.01%	1207
2025 Q1	$241K	Buy	+9,730	New	+$239K	0.01%	1066

Other funds holding CAFX

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

J.W. Cole Advisors's CAFX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Congress Intermediate Bond ETF (CAFX) in Q2 2026: 10,638 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CAFX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CAFX in Q1 2025 and has held it in 5 quarters since. The position peaked at $268K in Q4 2025. 10 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

J.W. Cole Advisors held 10,638 shares of Congress Intermediate Bond ETF worth $262K as of Q2 2026.
Congress Intermediate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Congress Intermediate Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1354 holding.
J.W. Cole Advisors first reported a position in Congress Intermediate Bond ETF in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's Congress Intermediate Bond ETF position peaked at $268K in Q4 2025.
10 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.