Golden State Wealth Management
CAM icon

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

Golden State 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
Q3 		$19.5K Sell
810
-56,083
-99% -$1.39M ﹤0.01% 924
2026
Q2 		$1.43M Sell
56,893
-162,836
-74% -$4.08M 0.13% 158
2026
Q1 		$5.49M Sell
219,729
-37,745
-15% -$952K 0.6% 32
2025
Q4 		$6.46M Buy
+257,474
New +$6.47M 0.68% 27

Other funds holding CAM

DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $433M AUM 36.89% 1-Year Est. Return

Golden State Wealth Management's CAM Position: Q3 2026 in Review

Golden State Wealth Management reduced its AB California Intermediate Municipal ETF (CAM) stake by 99% in Q3 2026, selling an estimated $1.39M and leaving 810 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Golden State Wealth Management first reported a position in CAM in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.46M in Q4 2025. 26 funds tracked by Wall St. Rank hold CAM as of Q3 2026.

  • Golden State Wealth Management held 810 shares of AB California Intermediate Municipal ETF worth $19.5K as of Q3 2026.
  • Golden State Wealth Management sold 56,083 AB California Intermediate Municipal ETF shares in Q3 2026, an estimated $1.39M.
  • AB California Intermediate Municipal ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #924 holding.
  • Golden State Wealth Management first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's AB California Intermediate Municipal ETF position peaked at $6.46M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.