Sowell Financial Services
CAM icon

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
Q3 		$391K Buy
16,249
+7,878
+94% +$195K 0.01% 784
2026
Q2 		$211K Buy
8,371
+29
+0.3% +$726 0.01% 1056
2026
Q1 		$208K Buy
+8,342
New +$210K 0.01% 1035

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PS
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Sowell Financial Services's CAM Position: Q3 2026 in Review

Sowell Financial Services increased its AB California Intermediate Municipal ETF (CAM) stake by 94% in Q3 2026, buying an estimated $195K and bringing the position to 16,249 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #784.

Sowell Financial Services first reported a position in CAM in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CAM as of Q3 2026.

  • Sowell Financial Services held 16,249 shares of AB California Intermediate Municipal ETF worth $391K as of Q3 2026.
  • Sowell Financial Services bought 7,878 AB California Intermediate Municipal ETF shares in Q3 2026, an estimated $195K.
  • AB California Intermediate Municipal ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #784 holding.
  • Sowell Financial Services first reported a position in AB California Intermediate Municipal ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.