UBS Group
CATF

UBS Group’s American Century California Municipal Bond ETF CATF Stock Holding History

UBS Group’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 		$2.77K Buy
+55
New +$2.76K ﹤0.01% 9295
2025
Q4 		– Sell
-3
Closed -$149 – 11356
2025
Q3 		$149 Sell
3
-225
-99% -$11K ﹤0.01% 9868
2025
Q2 		$11.1K Buy
+228
New +$11.1K ﹤0.01% 8801
2025
Q1 		– Sell
-136
Closed -$6.78K – 10858
2024
Q4 		$6.78K Sell
136
-207
-60% -$10.4K ﹤0.01% 8530
2024
Q3 		$17.5K Buy
+343
New +$17.4K ﹤0.01% 7447

Other funds holding CATF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRPW
Ballast Rock Private Wealth Charleston, South Carolina $217M AUM
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

UBS Group's CATF Position: Q2 2026 in Review

UBS Group opened a new position in American Century California Municipal Bond ETF (CATF) in Q2 2026: 55 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #9295 among its holdings. This is a return to the name: UBS Group previously reported a position in CATF as recently as Q3 2025.

UBS Group first reported a position in CATF in Q3 2024 and has held it in 5 quarters since. The position peaked at $17.5K in Q3 2024. 23 funds tracked by Wall St. Rank hold CATF as of Q2 2026.

  • UBS Group held 55 shares of American Century California Municipal Bond ETF worth $2.77K as of Q2 2026.
  • American Century California Municipal Bond ETF was a new UBS Group position in Q2 2026.
  • American Century California Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9295 holding.
  • UBS Group first reported a position in American Century California Municipal Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • UBS Group's American Century California Municipal Bond ETF position peaked at $17.5K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.