Transamerica Financial Advisors’s Congress Intermediate Bond ETF CAFX Stock Holding History

Transamerica Financial 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	$1.21M	Buy	48,943 +1,309	+3%	+$32.4K	0.1%	191
2026 Q1	$1.18M	Sell	47,634 -6,085	-11%	-$152K	0.1%	189
2025 Q4	$1.34M	Buy	53,719 +36,467	+211%	+$914K	0.11%	165
2025 Q3	$432K	Buy	17,252 +16,018	+1,298%	+$400K	0.04%	248
2025 Q2	$30.8K	Sell	1,234 -95,633	-99%	-$2.37M	﹤0.01%	324
2025 Q1	$2.4M	Sell	96,867 -4,611	-5%	-$113K	0.25%	97
2024 Q4	$2.48M	Sell	101,478 -3,040	-3%	-$75K	0.25%	93
2024 Q3	$2.62M	Buy	+104,518	New	+$2.63M	0.26%	93

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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 $1.87B AUM 37.01% 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 40.91% 1-Year Est. Return

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

Transamerica Financial Advisors's CAFX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Congress Intermediate Bond ETF (CAFX) stake by 2.7% in Q2 2026, buying an estimated $32.4K and bringing the position to 48,943 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #191.

Transamerica Financial Advisors first reported a position in CAFX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q3 2024. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Transamerica Financial Advisors held 48,943 shares of Congress Intermediate Bond ETF worth $1.21M as of Q2 2026.
Transamerica Financial Advisors bought 1,309 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $32.4K.
Congress Intermediate Bond ETF made up 0.1% of Transamerica Financial Advisors's portfolio in Q2 2026, its #191 holding.
Transamerica Financial Advisors first reported a position in Congress Intermediate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Transamerica Financial Advisors's Congress Intermediate Bond ETF position peaked at $2.62M in Q3 2024.
25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.