BPA
CAM

Beacon Pointe Advisors’s AB California Intermediate Municipal ETF CAM Stock Holding History

Beacon Pointe Advisors’s Portfolio CAM Stock Details CAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
43,707
+29,355
+205% +$735K 0.01% 996
2026
Q1 		$358K Buy
14,352
+3,615
+34% +$91.2K ﹤0.01% 1449
2025
Q4 		$269K Buy
+10,737
New +$270K ﹤0.01% 1316

Other funds holding CAM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Beacon Pointe Advisors's CAM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its AB California Intermediate Municipal ETF (CAM) stake by 205% in Q2 2026, buying an estimated $735K and bringing the position to 43,707 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #996.

Beacon Pointe Advisors first reported a position in CAM in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • Beacon Pointe Advisors held 43,707 shares of AB California Intermediate Municipal ETF worth $1.1M as of Q2 2026.
  • Beacon Pointe Advisors bought 29,355 AB California Intermediate Municipal ETF shares in Q2 2026, an estimated $735K.
  • AB California Intermediate Municipal ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #996 holding.
  • Beacon Pointe Advisors first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.