LPL Financial
CAM

LPL Financial’s AB California Intermediate Municipal ETF CAM Stock Holding History

LPL Financial’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 		$13M Buy
516,380
+33,786
+7% +$846K ﹤0.01% 1902
2026
Q1 		$12M Buy
482,594
+41,221
+9% +$1.04M ﹤0.01% 1837
2025
Q4 		$11.1M Buy
+441,373
New +$11.1M ﹤0.01% 1847

Other funds holding CAM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial's CAM Position: Q2 2026 in Review

LPL Financial increased its AB California Intermediate Municipal ETF (CAM) stake by 7% in Q2 2026, buying an estimated $846K and bringing the position to 516,380 shares worth $13M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

LPL Financial first reported a position in CAM in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • LPL Financial held 516,380 shares of AB California Intermediate Municipal ETF worth $13M as of Q2 2026.
  • LPL Financial bought 33,786 AB California Intermediate Municipal ETF shares in Q2 2026, an estimated $846K.
  • AB California Intermediate Municipal ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1902 holding.
  • LPL Financial first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.