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Brio Consultants’s IQ MacKay California Municipal 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
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

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brio Consultants's MMCA Position: Q1 2026 in Review

Brio Consultants increased its IQ MacKay California Municipal Intermediate ETF (MMCA) stake by 30% in Q1 2026, buying an estimated $312K and bringing the position to 62,262 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #65.

Brio Consultants first reported a position in MMCA in Q2 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold MMCA as of Q1 2026.

  • Brio Consultants held 62,262 shares of IQ MacKay California Municipal Intermediate ETF worth $1.35M as of Q1 2026.
  • Brio Consultants bought 14,216 IQ MacKay California Municipal Intermediate ETF shares in Q1 2026, an estimated $312K.
  • IQ MacKay California Municipal Intermediate ETF made up 0.16% of Brio Consultants's portfolio in Q1 2026, its #65 holding.
  • Brio Consultants first reported a position in IQ MacKay California Municipal Intermediate ETF in Q2 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held IQ MacKay California Municipal Intermediate ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.