RPGK
CAM

Retirement Planning Group (Kansas)’s AB California Intermediate Municipal ETF CAM Stock Holding History

Retirement Planning Group (Kansas)’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
-20,535
Closed -$513K – 557
2026
Q1 		$513K Buy
+20,535
New +$518K 0.02% 294

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

Retirement Planning Group (Kansas)'s CAM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) sold out of AB California Intermediate Municipal ETF (CAM) in Q2 2026, closing a stake of 20,535 shares — an estimated $513K sold.

Retirement Planning Group (Kansas) first reported a position in CAM in Q1 2026 and held it in 1 quarter. The position peaked at $513K in Q1 2026. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • Retirement Planning Group (Kansas) reported no remaining AB California Intermediate Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 20,535 AB California Intermediate Municipal ETF shares in Q2 2026, an estimated $513K.
  • Retirement Planning Group (Kansas) first reported a position in AB California Intermediate Municipal ETF in Q1 2026 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s AB California Intermediate Municipal ETF position peaked at $513K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.