Snowden Capital Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

Snowden Capital 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	$594K	Sell	24,136 -606	-2%	-$15K	0.01%	770
2026 Q1	$614K	Sell	24,742 -967	-4%	-$24.2K	0.02%	707
2025 Q4	$643K	Buy	25,709 +7,153	+39%	+$179K	0.02%	684
2025 Q3	$464K	Sell	18,556 -9,243	-33%	-$231K	0.01%	820
2025 Q2	$693K	Buy	+27,799	New	+$689K	0.02%	633

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Snowden Capital Advisors's CAFX Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Congress Intermediate Bond ETF (CAFX) stake by 2.4% in Q2 2026, selling an estimated $15K and leaving 24,136 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #770.

Snowden Capital Advisors first reported a position in CAFX in Q2 2025 and has held it in 5 quarters since. The position peaked at $693K in Q2 2025. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Snowden Capital Advisors held 24,136 shares of Congress Intermediate Bond ETF worth $594K as of Q2 2026.
Snowden Capital Advisors sold 606 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $15K.
Congress Intermediate Bond ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #770 holding.
Snowden Capital Advisors first reported a position in Congress Intermediate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Snowden Capital Advisors's Congress Intermediate Bond ETF position peaked at $693K in Q2 2025.
25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.