Planned Solutions’s AB California Intermediate Municipal ETF CAM Stock Holding History

Planned Solutions’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 Q3	$3.81M	Buy	158,118 +26,751	+20%	+$662K	1.04%	21
2026 Q2	$3.31M	Buy	131,367 +25,219	+24%	+$632K	0.95%	20
2026 Q1	$2.65M	Buy	106,148 +911	+0.9%	+$23K	0.87%	21
2025 Q4	$2.64M	Buy	+105,237	New	+$2.64M	0.85%	23

Other funds holding CAM

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Planned Solutions's CAM Position: Q3 2026 in Review

Planned Solutions increased its AB California Intermediate Municipal ETF (CAM) stake by 20% in Q3 2026, buying an estimated $662K and bringing the position to 158,118 shares worth $3.81M. The position accounts for 1.04% of the portfolio, ranked #21.

Planned Solutions first reported a position in CAM in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold CAM as of Q3 2026.

Planned Solutions held 158,118 shares of AB California Intermediate Municipal ETF worth $3.81M as of Q3 2026.
Planned Solutions bought 26,751 AB California Intermediate Municipal ETF shares in Q3 2026, an estimated $662K.
AB California Intermediate Municipal ETF made up 1.04% of Planned Solutions's portfolio in Q3 2026, its #21 holding.
Planned Solutions first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.