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 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

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

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

Kestra Advisory Services's CAFX Position: Q2 2026 in Review

Kestra Advisory Services reduced its Congress Intermediate Bond ETF (CAFX) stake by 3.2% in Q2 2026, selling an estimated $20.4K and leaving 24,486 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Kestra Advisory Services first reported a position in CAFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2025. 10 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Kestra Advisory Services held 24,486 shares of Congress Intermediate Bond ETF worth $603K as of Q2 2026.
Kestra Advisory Services sold 822 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $20.4K.
Congress Intermediate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2207 holding.
Kestra Advisory Services first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Advisory Services's Congress Intermediate Bond ETF position peaked at $1.44M in Q4 2025.
10 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.