Envestnet Asset Management
CATF

Envestnet Asset Management’s American Century California Municipal Bond ETF CATF Stock Holding History

Envestnet Asset Management’s Portfolio CATF Stock Details CATF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Buy
5,726
+1,624
+40% +$81.5K ﹤0.01% 4450
2026
Q1 		$204K Buy
+4,102
New +$207K ﹤0.01% 4499

Other funds holding CATF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRPW
Ballast Rock Private Wealth Charleston, South Carolina $217M AUM
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
WFS
WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

Envestnet Asset Management's CATF Position: Q2 2026 in Review

Envestnet Asset Management increased its American Century California Municipal Bond ETF (CATF) stake by 40% in Q2 2026, buying an estimated $81.5K and bringing the position to 5,726 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #4450.

Envestnet Asset Management first reported a position in CATF in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CATF as of Q2 2026.

  • Envestnet Asset Management held 5,726 shares of American Century California Municipal Bond ETF worth $288K as of Q2 2026.
  • Envestnet Asset Management bought 1,624 American Century California Municipal Bond ETF shares in Q2 2026, an estimated $81.5K.
  • American Century California Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4450 holding.
  • Envestnet Asset Management first reported a position in American Century California Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.