Wealth Enhancement Advisory Services’s American Century California Municipal Bond ETF CATF Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$18.3M	Buy	+389,094	New	+$19.1M	0.03%	502

Other funds holding CATF

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in American Century California Municipal Bond ETF (CATF) in Q3 2026: 389,094 shares worth $18.3M. The stake represents 0.03% of the portfolio and ranks #502 among its holdings.

6 funds tracked by Wall St. Rank hold CATF as of Q3 2026.

Wealth Enhancement Advisory Services held 389,094 shares of American Century California Municipal Bond ETF worth $18.3M as of Q3 2026.
American Century California Municipal Bond ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
American Century California Municipal Bond ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #502 holding.
6 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q3 2026.

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