Jeff Yass’s Congress Intermediate Bond ETF CAFX Stock Holding History

Jeff Yass’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	$310K	Buy	+12,580	New	+$312K	﹤0.01%	10970

Other funds holding CAFX

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jeff Yass's CAFX Position: Q2 2026 in Review

Jeff Yass opened a new position in Congress Intermediate Bond ETF (CAFX) in Q2 2026: 12,580 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #10970 among its holdings.

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

Jeff Yass held 12,580 shares of Congress Intermediate Bond ETF worth $310K as of Q2 2026.
Congress Intermediate Bond ETF was a new Jeff Yass position in Q2 2026.
Congress Intermediate Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10970 holding.
25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.