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 Q2	$3.47M	Buy	+140,898	New	+$3.49M	﹤0.01%	3150
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 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

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

LPL Financial's CAFX Position: Q2 2026 in Review

LPL Financial opened a new position in Congress Intermediate Bond ETF (CAFX) in Q2 2026: 140,898 shares worth $3.47M. The stake represents ﹤0.01% of the portfolio and ranks #3150 among its holdings. This is a return to the name: LPL Financial previously reported a position in CAFX as recently as Q4 2025.

LPL Financial first reported a position in CAFX in Q2 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

LPL Financial held 140,898 shares of Congress Intermediate Bond ETF worth $3.47M as of Q2 2026.
Congress Intermediate Bond ETF was a new LPL Financial position in Q2 2026.
Congress Intermediate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3150 holding.
LPL Financial first reported a position in Congress Intermediate Bond ETF in Q2 2025 and has held it in 4 quarters since.
25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.