Kestra Advisory Services’s Congress Intermediate Bond ETF CAFX Stock Holding History

Kestra Advisory Services’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 Q3	$1.96M	Buy	81,816 +57,330	+234%	+$1.4M	0.01%	1473
2026 Q2	$603K	Sell	24,486 -822	-3%	-$20.4K	﹤0.01%	2207
2026 Q1	$628K	Sell	25,308 -32,143	-56%	-$804K	﹤0.01%	2051
2025 Q4	$1.44M	Buy	57,451 +1,339	+2%	+$33.6K	0.01%	1422
2025 Q3	$1.4M	Sell	56,112 -193	-0.3%	-$4.82K	0.01%	1372
2025 Q2	$1.4M	Buy	56,305 +9,392	+20%	+$233K	0.01%	1288
2025 Q1	$1.16M	Sell	46,913 -2,919	-6%	-$71.8K	0.01%	1305
2024 Q4	$1.22M	Buy	+49,832	New	+$1.23M	0.01%	1285

Other funds holding CAFX

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Essex Savings Bank Essex, Connecticut $503M AUM 29.8% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's CAFX Position: Q3 2026 in Review

Kestra Advisory Services increased its Congress Intermediate Bond ETF (CAFX) stake by 234% in Q3 2026, buying an estimated $1.4M and bringing the position to 81,816 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1473.

Kestra Advisory Services first reported a position in CAFX in Q4 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold CAFX as of Q3 2026.

Kestra Advisory Services held 81,816 shares of Congress Intermediate Bond ETF worth $1.96M as of Q3 2026.
Kestra Advisory Services bought 57,330 Congress Intermediate Bond ETF shares in Q3 2026, an estimated $1.4M.
Congress Intermediate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1473 holding.
Kestra Advisory Services first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.