MONECO Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

MONECO Advisors’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	$295K	Buy	+11,959	New	+$296K	0.02%	479

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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 $1.87B AUM 37.01% 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 40.91% 1-Year Est. Return

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

MONECO Advisors's CAFX Position: Q2 2026 in Review

MONECO Advisors opened a new position in Congress Intermediate Bond ETF (CAFX) in Q2 2026: 11,959 shares worth $295K. The stake represents 0.02% of the portfolio and ranks #479 among its holdings.

25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

MONECO Advisors held 11,959 shares of Congress Intermediate Bond ETF worth $295K as of Q2 2026.
Congress Intermediate Bond ETF was a new MONECO Advisors position in Q2 2026.
Congress Intermediate Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #479 holding.
25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.