SFS
CAM

Sowell Financial Services’s AB California Intermediate Municipal ETF CAM Stock Holding History

Sowell Financial Services’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 		$211K Buy
8,371
+29
+0.3% +$726 0.01% 1056
2026
Q1 		$208K Buy
+8,342
New +$210K 0.01% 1035

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

Sowell Financial Services's CAM Position: Q2 2026 in Review

Sowell Financial Services increased its AB California Intermediate Municipal ETF (CAM) stake by 0.35% in Q2 2026, buying an estimated $726 and bringing the position to 8,371 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #1056.

Sowell Financial Services first reported a position in CAM in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • Sowell Financial Services held 8,371 shares of AB California Intermediate Municipal ETF worth $211K as of Q2 2026.
  • Sowell Financial Services bought 29 AB California Intermediate Municipal ETF shares in Q2 2026, an estimated $726.
  • AB California Intermediate Municipal ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1056 holding.
  • Sowell Financial Services first reported a position in AB California Intermediate Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.