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 Q1	$301K	Buy	+12,017	New	+$303K	0.01%	956

Other funds holding CAM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $464M AUM 16.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Diversify Wealth Management's CAM Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in AB California Intermediate Municipal ETF (CAM) in Q1 2026: 12,017 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #956 among its holdings.

48 funds tracked by Wall St. Rank hold CAM as of Q1 2026.

Diversify Wealth Management held 12,017 shares of AB California Intermediate Municipal ETF worth $301K as of Q1 2026.
AB California Intermediate Municipal ETF was a new Diversify Wealth Management position in Q1 2026.
AB California Intermediate Municipal ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #956 holding.
48 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.