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Brio Consultants’s NYLIM MacKay California Muni Intermediate ETF MMCA Stock Holding History

Brio Consultants’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 		$1.64M Buy
75,044
+12,782
+21% +$278K 0.19% 62
2026
Q1 		$1.35M Buy
62,262
+14,216
+30% +$312K 0.16% 65
2025
Q4 		$1.05M Buy
48,046
+988
+2% +$21.6K 0.14% 70
2025
Q3 		$1.02M Buy
47,058
+21,215
+82% +$454K 0.14% 66
2025
Q2 		$551K Buy
+25,843
New +$546K 0.08% 86

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
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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Brio Consultants's MMCA Position: Q2 2026 in Review

Brio Consultants increased its NYLIM MacKay California Muni Intermediate ETF (MMCA) stake by 21% in Q2 2026, buying an estimated $278K and bringing the position to 75,044 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #62.

Brio Consultants first reported a position in MMCA in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Brio Consultants held 75,044 shares of NYLIM MacKay California Muni Intermediate ETF worth $1.64M as of Q2 2026.
  • Brio Consultants bought 12,782 NYLIM MacKay California Muni Intermediate ETF shares in Q2 2026, an estimated $278K.
  • NYLIM MacKay California Muni Intermediate ETF made up 0.19% of Brio Consultants's portfolio in Q2 2026, its #62 holding.
  • Brio Consultants first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q2 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.