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Avantax Planning Partners’s NYLIM MacKay California Muni Intermediate ETF MMCA Stock Holding History

Avantax Planning Partners’s Portfolio MMCA Stock Details MMCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$640K Buy
29,361
+2,016
+7% +$43.8K 0.02% 250
2026
Q1 		$590K Buy
27,345
+12,339
+82% +$271K 0.02% 256
2025
Q4 		$328K Buy
+15,006
New +$327K 0.01% 341

Other funds holding MMCA

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Avantax Planning Partners's MMCA Position: Q2 2026 in Review

Avantax Planning Partners increased its NYLIM MacKay California Muni Intermediate ETF (MMCA) stake by 7.4% in Q2 2026, buying an estimated $43.8K and bringing the position to 29,361 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #250.

Avantax Planning Partners first reported a position in MMCA in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Avantax Planning Partners held 29,361 shares of NYLIM MacKay California Muni Intermediate ETF worth $640K as of Q2 2026.
  • Avantax Planning Partners bought 2,016 NYLIM MacKay California Muni Intermediate ETF shares in Q2 2026, an estimated $43.8K.
  • NYLIM MacKay California Muni Intermediate ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #250 holding.
  • Avantax Planning Partners first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.