Principal Securities’s Congress Intermediate Bond ETF CAFX Stock Holding History

Principal 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 Q1	$7.81M	Sell	314,744 -22,743	-7%	-$569K	0.11%	164
2025 Q4	$8.44M	Buy	337,487 +1,443	+0.4%	+$36.2K	0.13%	153
2025 Q3	$8.41M	Buy	336,044 +1,678	+0.5%	+$41.9K	0.14%	140
2025 Q2	$8.34M	Buy	334,366 +269,085	+412%	+$6.67M	0.16%	122
2025 Q1	$1.6M	Hold	65,281	–	–	0.04%	423
2024 Q4	$1.6M	Buy	+65,281	New	+$1.61M	0.04%	421

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Principal Securities's CAFX Position: Q1 2026 in Review

Principal Securities reduced its Congress Intermediate Bond ETF (CAFX) stake by 6.7% in Q1 2026, selling an estimated $569K and leaving 314,744 shares worth $7.81M. The position accounts for 0.11% of the portfolio, ranked #164.

Principal Securities first reported a position in CAFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.44M in Q4 2025. 22 funds tracked by Wall St. Rank hold CAFX as of Q1 2026.

Principal Securities held 314,744 shares of Congress Intermediate Bond ETF worth $7.81M as of Q1 2026.
Principal Securities sold 22,743 Congress Intermediate Bond ETF shares in Q1 2026, an estimated $569K.
Congress Intermediate Bond ETF made up 0.11% of Principal Securities's portfolio in Q1 2026, its #164 holding.
Principal Securities first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Principal Securities's Congress Intermediate Bond ETF position peaked at $8.44M in Q4 2025.
22 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.