LPL Financial
CAFX

LPL Financial’s Congress Intermediate Bond ETF CAFX Stock Holding History

LPL Financial’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 		– Sell
-20,853
Closed -$522K – 6191
2025
Q4 		$522K Buy
20,853
+37
+0.2% +$928 ﹤0.01% 4670
2025
Q3 		$521K Buy
20,816
+530
+3% +$13.2K ﹤0.01% 4586
2025
Q2 		$506K Buy
+20,286
New +$502K ﹤0.01% 4387

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $8.31B AUM 21.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's CAFX Position: Q1 2026 in Review

LPL Financial sold out of Congress Intermediate Bond ETF (CAFX) in Q1 2026, closing a stake of 20,853 shares — an estimated $522K sold.

LPL Financial first reported a position in CAFX in Q2 2025 and held it in 3 quarters. The position peaked at $522K in Q4 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

  • LPL Financial reported no remaining Congress Intermediate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 20,853 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $522K.
  • LPL Financial first reported a position in Congress Intermediate Bond ETF in Q2 2025 and held it in 3 quarters.
  • LPL Financial's Congress Intermediate Bond ETF position peaked at $522K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.