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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
Q3 		$11.2M Buy
463,907
+22,282
+5% +$551K 2.2% 17
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

DDFG Inc's CAM Position: Q3 2026 in Review

DDFG Inc increased its AB California Intermediate Municipal ETF (CAM) stake by 5% in Q3 2026, buying an estimated $551K and bringing the position to 463,907 shares worth $11.2M. The position accounts for 2.2% of the portfolio, ranked #17.

DDFG Inc first reported a position in CAM in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold CAM as of Q3 2026.

  • DDFG Inc held 463,907 shares of AB California Intermediate Municipal ETF worth $11.2M as of Q3 2026.
  • DDFG Inc bought 22,282 AB California Intermediate Municipal ETF shares in Q3 2026, an estimated $551K.
  • AB California Intermediate Municipal ETF made up 2.2% of DDFG Inc's portfolio in Q3 2026, its #17 holding.
  • DDFG Inc first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.