NEPWA
CAM

New England Private Wealth Advisors’s AB California Intermediate Municipal ETF CAM Stock Holding History

New England Private Wealth Advisors’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 		– Sell
-8,561
Closed -$214K – 208
2026
Q1 		$214K Buy
8,561
+77
+0.9% +$1.94K 0.02% 188
2025
Q4 		$213K Buy
+8,484
New +$213K 0.03% 178

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

New England Private Wealth Advisors's CAM Position: Q2 2026 in Review

New England Private Wealth Advisors sold out of AB California Intermediate Municipal ETF (CAM) in Q2 2026, closing a stake of 8,561 shares — an estimated $214K sold.

New England Private Wealth Advisors first reported a position in CAM in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2026. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • New England Private Wealth Advisors reported no remaining AB California Intermediate Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • New England Private Wealth Advisors sold 8,561 AB California Intermediate Municipal ETF shares in Q2 2026, an estimated $214K.
  • New England Private Wealth Advisors first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and held it in 2 quarters.
  • New England Private Wealth Advisors's AB California Intermediate Municipal ETF position peaked at $214K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.