Cerity Partners
CAM

Cerity Partners’s AB California Intermediate Municipal ETF CAM Stock Holding History

Cerity Partners’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
Q1 		$286K Hold
11,458
– – ﹤0.01% 2643
2025
Q4 		$288K Buy
+11,458
New +$288K ﹤0.01% 2434

Other funds holding CAM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $464M AUM 16.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Cerity Partners's CAM Position: Q1 2026 in Review

Cerity Partners held its AB California Intermediate Municipal ETF (CAM) position steady in Q1 2026 at 11,458 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Cerity Partners first reported a position in CAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $288K in Q4 2025. 48 funds tracked by Wall St. Rank hold CAM as of Q1 2026.

  • Cerity Partners held 11,458 shares of AB California Intermediate Municipal ETF worth $286K as of Q1 2026.
  • Cerity Partners left its AB California Intermediate Municipal ETF share count unchanged in Q1 2026.
  • AB California Intermediate Municipal ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2643 holding.
  • Cerity Partners first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Cerity Partners's AB California Intermediate Municipal ETF position peaked at $288K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.