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 Q3	$292K	Hold	12,017	–	–	﹤0.01%	1099
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

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Diversify Advisory Services's CAM Position: Q3 2026 in Review

Diversify Advisory Services held its AB California Intermediate Municipal ETF (CAM) position steady in Q3 2026 at 12,017 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Diversify Advisory Services first reported a position in CAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $404K in Q4 2025. 9 funds tracked by Wall St. Rank hold CAM as of Q3 2026.

Diversify Advisory Services held 12,017 shares of AB California Intermediate Municipal ETF worth $292K as of Q3 2026.
Diversify Advisory Services left its AB California Intermediate Municipal ETF share count unchanged in Q3 2026.
AB California Intermediate Municipal ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1099 holding.
Diversify Advisory Services first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Advisory Services's AB California Intermediate Municipal ETF position peaked at $404K in Q4 2025.
9 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.