Kestra Advisory Services’s American Century California Municipal Bond ETF CATF Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-2,469	Closed	-$123K	–	4493
2025 Q4	$123K	Buy	+2,469	New	+$124K	﹤0.01%	3259

Other funds holding CATF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

BRPW

Ballast Rock Private Wealth Charleston, South Carolina $181M AUM

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

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

Kestra Advisory Services's CATF Position: Q1 2026 in Review

Kestra Advisory Services sold out of American Century California Municipal Bond ETF (CATF) in Q1 2026, closing a stake of 2,469 shares — an estimated $123K sold.

Kestra Advisory Services first reported a position in CATF in Q4 2025 and held it in 1 quarter. The position peaked at $123K in Q4 2025. 16 funds tracked by Wall St. Rank hold CATF as of Q1 2026.

Kestra Advisory Services reported no remaining American Century California Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,469 American Century California Municipal Bond ETF shares in Q1 2026, an estimated $123K.
Kestra Advisory Services first reported a position in American Century California Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's American Century California Municipal Bond ETF position peaked at $123K in Q4 2025.
16 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.