San Luis Wealth Advisors’s American Century California Municipal Bond ETF CATF Stock Holding History

San Luis Wealth Advisors’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	$9.34M	Buy	197,702 +3,492	+2%	+$172K	1.36%	20
2026 Q2	$9.8M	Buy	194,210 +56,754	+41%	+$2.85M	1.47%	22
2026 Q1	$6.85M	Sell	137,456 -5,661	-4%	-$285K	1.13%	26
2025 Q4	$7.16M	Buy	143,117 +9,331	+7%	+$467K	1.2%	25
2025 Q3	$6.66M	Sell	133,786 -21,786	-14%	-$1.06M	1.2%	24
2025 Q2	$7.56M	Sell	155,572 -35,224	-18%	-$1.71M	1.62%	16
2025 Q1	$9.42M	Buy	190,796 +37,340	+24%	+$1.86M	2.13%	10
2024 Q4	$7.65M	Buy	+153,456	New	+$7.73M	1.45%	15

Other funds holding CATF

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

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

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

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

San Luis Wealth Advisors's CATF Position: Q3 2026 in Review

San Luis Wealth Advisors increased its American Century California Municipal Bond ETF (CATF) stake by 1.8% in Q3 2026, buying an estimated $172K and bringing the position to 197,702 shares worth $9.34M. The position accounts for 1.36% of the portfolio, ranked #20.

San Luis Wealth Advisors first reported a position in CATF in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.8M in Q2 2026. 22 funds tracked by Wall St. Rank hold CATF as of Q3 2026.

San Luis Wealth Advisors held 197,702 shares of American Century California Municipal Bond ETF worth $9.34M as of Q3 2026.
San Luis Wealth Advisors bought 3,492 American Century California Municipal Bond ETF shares in Q3 2026, an estimated $172K.
American Century California Municipal Bond ETF made up 1.36% of San Luis Wealth Advisors's portfolio in Q3 2026, its #20 holding.
San Luis Wealth Advisors first reported a position in American Century California Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
San Luis Wealth Advisors's American Century California Municipal Bond ETF position peaked at $9.8M in Q2 2026.
22 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q3 2026.

Based on San Luis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.