Wealth Enhancement Advisory Services
CAM icon

Wealth Enhancement Advisory Services’s AB California Intermediate Municipal ETF CAM Stock Holding History

Wealth Enhancement Advisory 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 		$493K Sell
20,535
-16,928
-45% -$419K ﹤0.01% 2827
2026
Q2 		$938K Buy
37,463
+20,708
+124% +$519K ﹤0.01% 2119
2026
Q1 		$418K Sell
16,755
-785
-4% -$19.8K ﹤0.01% 2473
2025
Q4 		$441K Buy
+17,540
New +$441K ﹤0.01% 2577

Other funds holding CAM

DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 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
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's CAM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its AB California Intermediate Municipal ETF (CAM) stake by 45% in Q3 2026, selling an estimated $419K and leaving 20,535 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Wealth Enhancement Advisory Services first reported a position in CAM in Q4 2025 and has held it in 4 quarters since. The position peaked at $938K in Q2 2026. 12 funds tracked by Wall St. Rank hold CAM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,535 shares of AB California Intermediate Municipal ETF worth $493K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 16,928 AB California Intermediate Municipal ETF shares in Q3 2026, an estimated $419K.
  • AB California Intermediate Municipal ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2827 holding.
  • Wealth Enhancement Advisory Services first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's AB California Intermediate Municipal ETF position peaked at $938K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.