Marrick Wealth’s American Century California Municipal Bond ETF CATF Stock Holding History

Marrick Wealth’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 Q3	$1.3M	Buy	+27,512	New	+$1.35M	0.91%	20

Other funds holding CATF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Marrick Wealth's CATF Position: Q3 2026 in Review

Marrick Wealth opened a new position in American Century California Municipal Bond ETF (CATF) in Q3 2026: 27,512 shares worth $1.3M. The stake represents 0.91% of the portfolio and ranks #20 among its holdings.

6 funds tracked by Wall St. Rank hold CATF as of Q3 2026.

Marrick Wealth held 27,512 shares of American Century California Municipal Bond ETF worth $1.3M as of Q3 2026.
American Century California Municipal Bond ETF was a new Marrick Wealth position in Q3 2026.
American Century California Municipal Bond ETF made up 0.91% of Marrick Wealth's portfolio in Q3 2026, its #20 holding.
6 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q3 2026.

Based on Marrick Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.