Osaic Holdings
CAFX

Osaic Holdings’s Congress Intermediate Bond ETF CAFX Stock Holding History

Osaic Holdings’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 		$23.7M Sell
957,005
-1,887,956
-66% -$47.2M 0.03% 517
2025
Q4 		$71.2M Buy
2,844,961
+59,169
+2% +$1.48M 0.1% 195
2025
Q3 		$69.7M Buy
+2,785,792
New +$69.6M 0.1% 210

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings's CAFX Position: Q1 2026 in Review

Osaic Holdings reduced its Congress Intermediate Bond ETF (CAFX) stake by 66% in Q1 2026, selling an estimated $47.2M and leaving 957,005 shares worth $23.7M. The position accounts for 0.03% of the portfolio, ranked #517.

Osaic Holdings first reported a position in CAFX in Q3 2025 and has held it in 3 quarters since. The position peaked at $71.2M in Q4 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

  • Osaic Holdings held 957,005 shares of Congress Intermediate Bond ETF worth $23.7M as of Q1 2026.
  • Osaic Holdings sold 1,887,956 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $47.2M.
  • Congress Intermediate Bond ETF made up 0.03% of Osaic Holdings's portfolio in Q1 2026, its #517 holding.
  • Osaic Holdings first reported a position in Congress Intermediate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Osaic Holdings's Congress Intermediate Bond ETF position peaked at $71.2M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.