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
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 $194B AUM 35% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group's CATF Position: Q4 2025 in Review

UBS Group sold out of American Century California Municipal Bond ETF (CATF) in Q4 2025, closing a stake of 3 shares — an estimated $149 sold.

UBS Group first reported a position in CATF in Q3 2024 and held it in 4 quarters. The position peaked at $17.5K in Q3 2024. 12 funds tracked by Wall St. Rank hold CATF as of Q4 2025.

  • UBS Group reported no remaining American Century California Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 3 American Century California Municipal Bond ETF shares in Q4 2025, an estimated $149.
  • UBS Group first reported a position in American Century California Municipal Bond ETF in Q3 2024 and held it in 4 quarters.
  • UBS Group's American Century California Municipal Bond ETF position peaked at $17.5K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.