PAS
CAFX

Park Avenue Securities’s Congress Intermediate Bond ETF CAFX Stock Holding History

Park Avenue Securities’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 		$397K Buy
16,135
+166
+1% +$4.11K ﹤0.01% 1397
2026
Q1 		$396K Sell
15,969
-671
-4% -$16.8K ﹤0.01% 1204
2025
Q4 		$416K Sell
16,640
-157
-0.9% -$3.94K ﹤0.01% 1178
2025
Q3 		$420K Buy
+16,797
New +$420K ﹤0.01% 1275

Other funds holding CAFX

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
ESB
Essex Savings Bank Essex, Connecticut $462M AUM 33.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Park Avenue Securities's CAFX Position: Q2 2026 in Review

Park Avenue Securities increased its Congress Intermediate Bond ETF (CAFX) stake by 1% in Q2 2026, buying an estimated $4.11K and bringing the position to 16,135 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Park Avenue Securities first reported a position in CAFX in Q3 2025 and has held it in 4 quarters since. The position peaked at $420K in Q3 2025. 6 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

  • Park Avenue Securities held 16,135 shares of Congress Intermediate Bond ETF worth $397K as of Q2 2026.
  • Park Avenue Securities bought 166 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $4.11K.
  • Congress Intermediate Bond ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1397 holding.
  • Park Avenue Securities first reported a position in Congress Intermediate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Park Avenue Securities's Congress Intermediate Bond ETF position peaked at $420K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.