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Avantax Planning Partners’s IQ MacKay California Municipal 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
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

NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $147M AUM 22.37% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Avantax Planning Partners's MMCA Position: Q1 2026 in Review

Avantax Planning Partners increased its IQ MacKay California Municipal Intermediate ETF (MMCA) stake by 82% in Q1 2026, buying an estimated $271K and bringing the position to 27,345 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #256.

Avantax Planning Partners first reported a position in MMCA in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold MMCA as of Q1 2026.

  • Avantax Planning Partners held 27,345 shares of IQ MacKay California Municipal Intermediate ETF worth $590K as of Q1 2026.
  • Avantax Planning Partners bought 12,339 IQ MacKay California Municipal Intermediate ETF shares in Q1 2026, an estimated $271K.
  • IQ MacKay California Municipal Intermediate ETF made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #256 holding.
  • Avantax Planning Partners first reported a position in IQ MacKay California Municipal Intermediate ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held IQ MacKay California Municipal Intermediate ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.