UBS Group
CAFX

UBS Group’s Congress Intermediate Bond ETF CAFX Stock Holding History

UBS Group’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
-176
Closed -$4.37K – 11256
2026
Q1 		$4.37K Sell
176
-51
-22% -$1.27K ﹤0.01% 8945
2025
Q4 		$5.68K Sell
227
-368
-62% -$9.23K ﹤0.01% 8644
2025
Q3 		$14.9K Buy
+595
New +$14.9K ﹤0.01% 8340
2025
Q1 		– Sell
-1,832
Closed -$44.8K – 10878
2024
Q4 		$44.8K Buy
+1,832
New +$45.2K ﹤0.01% 7369

Other funds holding CAFX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group's CAFX Position: Q2 2026 in Review

UBS Group sold out of Congress Intermediate Bond ETF (CAFX) in Q2 2026, closing a stake of 176 shares — an estimated $4.37K sold.

UBS Group first reported a position in CAFX in Q4 2024 and held it in 4 quarters. The position peaked at $44.8K in Q4 2024. 25 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

  • UBS Group reported no remaining Congress Intermediate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 176 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $4.37K.
  • UBS Group first reported a position in Congress Intermediate Bond ETF in Q4 2024 and held it in 4 quarters.
  • UBS Group's Congress Intermediate Bond ETF position peaked at $44.8K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.