LPL Financial
CATF

LPL Financial’s American Century California Municipal Bond ETF CATF Stock Holding History

LPL Financial’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 		$2.75M Buy
54,697
+24,018
+78% +$1.2M ﹤0.01% 3395
2026
Q1 		$1.53M Buy
+30,679
New +$1.55M ﹤0.01% 3762

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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LPL Financial's CATF Position: Q2 2026 in Review

LPL Financial increased its American Century California Municipal Bond ETF (CATF) stake by 78% in Q2 2026, buying an estimated $1.2M and bringing the position to 54,697 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

LPL Financial 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.

  • LPL Financial held 54,697 shares of American Century California Municipal Bond ETF worth $2.75M as of Q2 2026.
  • LPL Financial bought 24,018 American Century California Municipal Bond ETF shares in Q2 2026, an estimated $1.2M.
  • American Century California Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3395 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.