Capital Advantage’s AB California Intermediate Municipal ETF CAM Stock Holding History

Capital Advantage’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 Q3	$421K	Buy	17,465 +6,758	+63%	+$167K	0.05%	108
2026 Q2	$269K	Hold	10,707	–	–	0.03%	134
2026 Q1	$267K	Sell	10,707 -1,966	-16%	-$49.6K	0.03%	130
2025 Q4	$318K	Buy	+12,673	New	+$318K	0.04%	120

Other funds holding CAM

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Capital Advantage's CAM Position: Q3 2026 in Review

Capital Advantage increased its AB California Intermediate Municipal ETF (CAM) stake by 63% in Q3 2026, buying an estimated $167K and bringing the position to 17,465 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #108.

Capital Advantage first reported a position in CAM in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold CAM as of Q3 2026.

Capital Advantage held 17,465 shares of AB California Intermediate Municipal ETF worth $421K as of Q3 2026.
Capital Advantage bought 6,758 AB California Intermediate Municipal ETF shares in Q3 2026, an estimated $167K.
AB California Intermediate Municipal ETF made up 0.05% of Capital Advantage's portfolio in Q3 2026, its #108 holding.
Capital Advantage first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.