DWM
CAM

Diversify Wealth Management’s AB California Intermediate Municipal ETF CAM Stock Holding History

Diversify Wealth Management’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 Hold
12,017
– – 0.01% 1054
2026
Q1 		$301K Buy
+12,017
New +$303K 0.01% 956

Other funds holding CAM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Diversify Wealth Management's CAM Position: Q2 2026 in Review

Diversify Wealth Management held its AB California Intermediate Municipal ETF (CAM) position steady in Q2 2026 at 12,017 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1054.

Diversify Wealth Management first reported a position in CAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $301K in Q1 2026. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • Diversify Wealth Management held 12,017 shares of AB California Intermediate Municipal ETF worth $299K as of Q2 2026.
  • Diversify Wealth Management left its AB California Intermediate Municipal ETF share count unchanged in Q2 2026.
  • AB California Intermediate Municipal ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1054 holding.
  • Diversify Wealth Management first reported a position in AB California Intermediate Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's AB California Intermediate Municipal ETF position peaked at $301K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.