DI
CAM

DDFG Inc’s AB California Intermediate Municipal ETF CAM Stock Holding History

DDFG Inc’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 		$11.1M Sell
441,625
-4,716
-1% -$118K 2.21% 17
2026
Q1 		$11.1M Buy
446,341
+9,883
+2% +$249K 2.4% 14
2025
Q4 		$11M Buy
+436,458
New +$11M 2.4% 14

Other funds holding CAM

PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

DDFG Inc's CAM Position: Q2 2026 in Review

DDFG Inc reduced its AB California Intermediate Municipal ETF (CAM) stake by 1.1% in Q2 2026, selling an estimated $118K and leaving 441,625 shares worth $11.1M. The position accounts for 2.21% of the portfolio, ranked #17.

DDFG Inc first reported a position in CAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1M in Q1 2026. 15 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • DDFG Inc held 441,625 shares of AB California Intermediate Municipal ETF worth $11.1M as of Q2 2026.
  • DDFG Inc sold 4,716 AB California Intermediate Municipal ETF shares in Q2 2026, an estimated $118K.
  • AB California Intermediate Municipal ETF made up 2.21% of DDFG Inc's portfolio in Q2 2026, its #17 holding.
  • DDFG Inc first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • DDFG Inc's AB California Intermediate Municipal ETF position peaked at $11.1M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.