EP Wealth Advisors’s AB California Intermediate Municipal ETF CAM Stock Holding History

EP Wealth Advisors’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	$291K	Buy	+11,580	New	+$290K	﹤0.01%	1315

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

EP Wealth Advisors's CAM Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in AB California Intermediate Municipal ETF (CAM) in Q2 2026: 11,580 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings.

50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

EP Wealth Advisors held 11,580 shares of AB California Intermediate Municipal ETF worth $291K as of Q2 2026.
AB California Intermediate Municipal ETF was a new EP Wealth Advisors position in Q2 2026.
AB California Intermediate Municipal ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1315 holding.
50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.