BRPW
CATF

Ballast Rock Private Wealth’s American Century California Municipal Bond ETF CATF Stock Holding History

Ballast Rock Private Wealth’s Portfolio CATF Stock Details CATF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.08M Buy
41,452
+1,835
+5% +$92.1K 0.96% 28
2026
Q1 		$1.97M Buy
+39,617
New +$2M 1.09% 28

Other funds holding CATF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
WFS
WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Ballast Rock Private Wealth's CATF Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its American Century California Municipal Bond ETF (CATF) stake by 4.6% in Q2 2026, buying an estimated $92.1K and bringing the position to 41,452 shares worth $2.08M. The position accounts for 0.96% of the portfolio, ranked #28.

Ballast Rock Private Wealth first reported a position in CATF in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CATF as of Q2 2026.

  • Ballast Rock Private Wealth held 41,452 shares of American Century California Municipal Bond ETF worth $2.08M as of Q2 2026.
  • Ballast Rock Private Wealth bought 1,835 American Century California Municipal Bond ETF shares in Q2 2026, an estimated $92.1K.
  • American Century California Municipal Bond ETF made up 0.96% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Ballast Rock Private Wealth first reported a position in American Century California Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.