KIM
CAFX

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
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 Sell
42,259
-39,381
-48% -$984K 0.03% 195
2025
Q2 		$2.03M Buy
81,640
+42,148
+107% +$1.04M 0.03% 182
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Investment Management's CAFX Position: Q1 2026 in Review

Kestra Investment Management reduced its Congress Intermediate Bond ETF (CAFX) stake by 7.7% in Q1 2026, selling an estimated $97.7K and leaving 46,638 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #190.

Kestra Investment Management first reported a position in CAFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.03M in Q2 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

  • Kestra Investment Management held 46,638 shares of Congress Intermediate Bond ETF worth $1.16M as of Q1 2026.
  • Kestra Investment Management sold 3,908 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $97.7K.
  • Congress Intermediate Bond ETF made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #190 holding.
  • Kestra Investment Management first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's Congress Intermediate Bond ETF position peaked at $2.03M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.