SWP
CAFX

Semus Wealth Partners’s Congress Intermediate Bond ETF CAFX Stock Holding History

Semus Wealth Partners’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
2025
Q3 		– Sell
-11,861
Closed -$296K – 124
2025
Q2 		$296K Buy
11,861
+221
+2% +$5.47K 0.19% 84
2025
Q1 		$289K Sell
11,640
-4,391
-27% -$108K 0.2% 79
2024
Q4 		$392K Buy
+16,031
New +$396K 0.26% 70

Other funds holding CAFX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Semus Wealth Partners's CAFX Position: Q3 2025 in Review

Semus Wealth Partners sold out of Congress Intermediate Bond ETF (CAFX) in Q3 2025, closing a stake of 11,861 shares — an estimated $296K sold.

Semus Wealth Partners first reported a position in CAFX in Q4 2024 and held it in 3 quarters. The position peaked at $392K in Q4 2024. 26 funds tracked by Wall St. Rank hold CAFX as of Q3 2025.

  • Semus Wealth Partners reported no remaining Congress Intermediate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Semus Wealth Partners sold 11,861 Congress Intermediate Bond ETF shares in Q3 2025, an estimated $296K.
  • Semus Wealth Partners first reported a position in Congress Intermediate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Semus Wealth Partners's Congress Intermediate Bond ETF position peaked at $392K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q3 2025.

Based on Semus Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.