CAM — AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF

Ownership history in Planned Solutions, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF (CAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.85% (2025 Q4)
Avg. % of fund
0.85%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 105,237 — — 0.85% $2.6M $24.95
% of Fund (quarterly)    CAM price (monthly, adj. close)

Other funds also holding CAM

As of 2025 Q4 — sorted by position size

DDFG, Inc 3Y 2.4% JSF Financial, LLC 3Y 0.31% ALLIANCEBERNSTEIN L.P. 3Y 7Y 0.28% West Family Investments, Inc. 3Y 7Y 0.14% Weaver Consulting Group 3Y 0.06% Paragon Capital Management Ltd 3Y 7Y 0.06% Capital Advantage, Inc. 3Y 7Y 0.04% Bleakley Financial Group, LLC 3Y 0.02% New England Private Wealth Advisors LLC 3Y 7Y 0.01% Diversify Advisory Services, LLC 0.01%
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