Cerity Partners
CAM icon

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
Q3 		$276K Hold
11,458
– – ﹤0.01% 2877
2026
Q2 		$288K Hold
11,458
– – ﹤0.01% 2825
2026
Q1 		$286K Hold
11,458
– – ﹤0.01% 2643
2025
Q4 		$288K Buy
+11,458
New +$288K ﹤0.01% 2434

Other funds holding CAM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First American Trust
First American Trust Santa Ana, California $1.7B AUM 19.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cerity Partners's CAM Position: Q3 2026 in Review

Cerity Partners held its AB California Intermediate Municipal ETF (CAM) position steady in Q3 2026 at 11,458 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Cerity Partners first reported a position in CAM in Q4 2025 and has held it in 4 quarters since. The position peaked at $288K in Q2 2026. 43 funds tracked by Wall St. Rank hold CAM as of Q3 2026.

  • Cerity Partners held 11,458 shares of AB California Intermediate Municipal ETF worth $276K as of Q3 2026.
  • Cerity Partners left its AB California Intermediate Municipal ETF share count unchanged in Q3 2026.
  • AB California Intermediate Municipal ETF made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2877 holding.
  • Cerity Partners first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • Cerity Partners's AB California Intermediate Municipal ETF position peaked at $288K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.