MML Investors Services’s Congress Intermediate Bond ETF CAFX Stock Holding History

MML Investors 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 Q1	$8.75M	Sell	352,556 -14,562	-4%	-$364K	0.02%	590
2025 Q4	$9.18M	Buy	367,118 +70,396	+24%	+$1.77M	0.02%	617
2025 Q3	$7.42M	Sell	296,722 -6,534	-2%	-$163K	0.02%	658
2025 Q2	$7.56M	Sell	303,256 -7,834	-3%	-$194K	0.02%	632
2025 Q1	$7.71M	Buy	311,090 +12,164	+4%	+$299K	0.03%	566
2024 Q4	$7.31M	Buy	+298,926	New	+$7.38M	0.03%	560

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MML Investors Services's CAFX Position: Q1 2026 in Review

MML Investors Services reduced its Congress Intermediate Bond ETF (CAFX) stake by 4% in Q1 2026, selling an estimated $364K and leaving 352,556 shares worth $8.75M. The position accounts for 0.02% of the portfolio, ranked #590.

MML Investors Services first reported a position in CAFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.18M in Q4 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

MML Investors Services held 352,556 shares of Congress Intermediate Bond ETF worth $8.75M as of Q1 2026.
MML Investors Services sold 14,562 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $364K.
Congress Intermediate Bond ETF made up 0.02% of MML Investors Services's portfolio in Q1 2026, its #590 holding.
MML Investors Services first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 6 quarters since.
MML Investors Services's Congress Intermediate Bond ETF position peaked at $9.18M in Q4 2025.
22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.