SLWA
CATF

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
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% +$1.84M 2.13% 10
2024
Q4 		$7.65M Buy
+153,456
New +$7.65M 1.45% 15