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

PFG 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	–	Sell	-22,563	Closed	-$560K	–	869
2026 Q1	$560K	Buy	22,563 +211	+0.9%	+$5.28K	0.03%	519
2025 Q4	$559K	Buy	22,352 +233	+1%	+$5.84K	0.03%	508
2025 Q3	$553K	Buy	22,119 +139	+0.6%	+$3.47K	0.02%	542
2025 Q2	$548K	Hold	21,980	–	–	0.03%	401
2025 Q1	$545K	Sell	21,980 -5,040	-19%	-$124K	0.03%	447
2024 Q4	$660K	Buy	+27,020	New	+$667K	0.04%	399

Other funds holding CAFX

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ESB

Essex Savings Bank Essex, Connecticut $462M AUM 33.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFG Advisors's CAFX Position: Q2 2026 in Review

PFG Advisors sold out of Congress Intermediate Bond ETF (CAFX) in Q2 2026, closing a stake of 22,563 shares — an estimated $560K sold.

PFG Advisors first reported a position in CAFX in Q4 2024 and held it in 6 quarters. The position peaked at $660K in Q4 2024. 10 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

PFG Advisors reported no remaining Congress Intermediate Bond ETF position as of Q2 2026 after selling out during the quarter.
PFG Advisors sold 22,563 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $560K.
PFG Advisors first reported a position in Congress Intermediate Bond ETF in Q4 2024 and held it in 6 quarters.
PFG Advisors's Congress Intermediate Bond ETF position peaked at $660K in Q4 2024.
10 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.