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

Weaver Consulting 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 Q3	$1.98M	Sell	41,812 -13,706	-25%	-$674K	0.38%	62
2026 Q2	$2.79M	Buy	55,518 +900	+2%	+$45.1K	0.57%	44
2026 Q1	$2.72M	Buy	54,618 +4,689	+9%	+$236K	0.65%	42
2025 Q4	$2.5M	Buy	49,929 +9,349	+23%	+$468K	0.61%	42
2025 Q3	$2.02M	Buy	40,580 +1,630	+4%	+$79.6K	0.51%	48
2025 Q2	$1.89M	Buy	38,950 +2,300	+6%	+$112K	0.52%	47
2025 Q1	$1.81M	Buy	36,650 +2,668	+8%	+$133K	0.55%	44
2024 Q4	$1.69M	Buy	33,982 +19,817	+140%	+$999K	0.52%	46
2024 Q3	$722K	Buy	+14,165	New	+$717K	0.23%	86

Other funds holding CATF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 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

Weaver Consulting Group's CATF Position: Q3 2026 in Review

Weaver Consulting Group reduced its American Century California Municipal Bond ETF (CATF) stake by 25% in Q3 2026, selling an estimated $674K and leaving 41,812 shares worth $1.98M. The position accounts for 0.38% of the portfolio, ranked #62.

Weaver Consulting Group first reported a position in CATF in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.79M in Q2 2026. 8 funds tracked by Wall St. Rank hold CATF as of Q3 2026.

Weaver Consulting Group held 41,812 shares of American Century California Municipal Bond ETF worth $1.98M as of Q3 2026.
Weaver Consulting Group sold 13,706 American Century California Municipal Bond ETF shares in Q3 2026, an estimated $674K.
American Century California Municipal Bond ETF made up 0.38% of Weaver Consulting Group's portfolio in Q3 2026, its #62 holding.
Weaver Consulting Group first reported a position in American Century California Municipal Bond ETF in Q3 2024 and has held it in 9 quarters since.
Weaver Consulting Group's American Century California Municipal Bond ETF position peaked at $2.79M in Q2 2026.
8 funds tracked by Wall St. Rank held American Century California Municipal Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.