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 Q2	$9.76M	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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

San Luis Wealth Advisors's CATF Position: Q2 2026 in Review

San Luis Wealth Advisors increased its American Century California Municipal Bond ETF (CATF) stake by 41% in Q2 2026, buying an estimated $2.85M and bringing the position to 194,210 shares worth $9.76M. The position accounts for 1.47% of the portfolio, ranked #22.

San Luis Wealth Advisors first reported a position in CATF in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold CATF as of Q2 2026.

San Luis Wealth Advisors held 194,210 shares of American Century California Municipal Bond ETF worth $9.76M as of Q2 2026.
San Luis Wealth Advisors bought 56,754 American Century California Municipal Bond ETF shares in Q2 2026, an estimated $2.85M.
American Century California Municipal Bond ETF made up 1.47% of San Luis Wealth Advisors's portfolio in Q2 2026, its #22 holding.
San Luis Wealth Advisors first reported a position in American Century California Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.