Janney Montgomery Scott’s Congress Intermediate Bond ETF CAFX Stock Holding History

Janney Montgomery Scott’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	$2.12M	Buy	+86,126	New	+$2.13M	﹤0.01%	1446

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Janney Montgomery Scott's CAFX Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Congress Intermediate Bond ETF (CAFX) in Q2 2026: 86,126 shares worth $2.12M. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings.

16 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Janney Montgomery Scott held 86,126 shares of Congress Intermediate Bond ETF worth $2.12M as of Q2 2026.
Congress Intermediate Bond ETF was a new Janney Montgomery Scott position in Q2 2026.
Congress Intermediate Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1446 holding.
16 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.