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
Q2 		$25.5M Buy
1,036,749
+79,744
+8% +$1.97M 0.03% 569
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 $424B AUM 22.96% 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 $49B AUM 25.55% 1-Year Est. Return
LPL Financial
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Janney Montgomery Scott
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

Osaic Holdings's CAFX Position: Q2 2026 in Review

Osaic Holdings increased its Congress Intermediate Bond ETF (CAFX) stake by 8.3% in Q2 2026, buying an estimated $1.97M and bringing the position to 1,036,749 shares worth $25.5M. The position accounts for 0.03% of the portfolio, ranked #569.

Osaic Holdings first reported a position in CAFX in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.2M in Q4 2025. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

  • Osaic Holdings held 1,036,749 shares of Congress Intermediate Bond ETF worth $25.5M as of Q2 2026.
  • Osaic Holdings bought 79,744 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $1.97M.
  • Congress Intermediate Bond ETF made up 0.03% of Osaic Holdings's portfolio in Q2 2026, its #569 holding.
  • Osaic Holdings first reported a position in Congress Intermediate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Osaic Holdings's Congress Intermediate Bond ETF position peaked at $71.2M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.