Kestra Investment Management’s Congress Intermediate Bond ETF CAFX Stock Holding History

Kestra Investment Management’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	$1.19M	Buy	48,472 +1,834	+4%	+$45.4K	0.02%	202
2026 Q1	$1.16M	Sell	46,638 -3,908	-8%	-$97.7K	0.02%	190
2025 Q4	$1.26M	Buy	50,546 +8,287	+20%	+$208K	0.03%	178
2025 Q3	$1.06M	Buy	42,259 +111	+0.3%	+$2.77K	0.03%	195
2025 Q2	$1.05M	Buy	42,148 +2,656	+7%	+$65.8K	0.03%	185
2025 Q1	$979K	Buy	39,492 +2,890	+8%	+$71.1K	0.03%	172
2024 Q4	$895K	Buy	+36,602	New	+$903K	0.04%	154

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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 $2.57B AUM 28.13% 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 40.89% 1-Year Est. Return

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

Kestra Investment Management's CAFX Position: Q2 2026 in Review

Kestra Investment Management increased its Congress Intermediate Bond ETF (CAFX) stake by 3.9% in Q2 2026, buying an estimated $45.4K and bringing the position to 48,472 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #202.

Kestra Investment Management first reported a position in CAFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Kestra Investment Management held 48,472 shares of Congress Intermediate Bond ETF worth $1.19M as of Q2 2026.
Kestra Investment Management bought 1,834 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $45.4K.
Congress Intermediate Bond ETF made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #202 holding.
Kestra Investment Management first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Investment Management's Congress Intermediate Bond ETF position peaked at $1.26M in Q4 2025.
25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.