Diversify Advisory Services’s AB California Intermediate Municipal ETF CAM Stock Holding History

Diversify Advisory Services’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	$299K	Buy	+12,017	New	+$301K	0.01%	1054
2026 Q1	–	Sell	-16,003	Closed	-$404K	–	921
2025 Q4	$404K	Buy	+16,003	New	+$402K	0.01%	669

Other funds holding CAM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Diversify Advisory Services's CAM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in AB California Intermediate Municipal ETF (CAM) in Q2 2026: 12,017 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CAM as recently as Q4 2025.

Diversify Advisory Services first reported a position in CAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $404K in Q4 2025. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

Diversify Advisory Services held 12,017 shares of AB California Intermediate Municipal ETF worth $299K as of Q2 2026.
AB California Intermediate Municipal ETF was a new Diversify Advisory Services position in Q2 2026.
AB California Intermediate Municipal ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1054 holding.
Diversify Advisory Services first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
Diversify Advisory Services's AB California Intermediate Municipal ETF position peaked at $404K in Q4 2025.
50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.