CX Institutional’s BlackRock MuniYield Quality Fund MQY Stock Holding History

CX Institutional’s Portfolio MQY Stock Details MQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$130K	Hold	11,193	–	–	﹤0.01%	818
2026 Q1	$123K	Hold	11,193	–	–	﹤0.01%	819
2025 Q4	$126K	Buy	11,193 +56	+0.5%	+$643	﹤0.01%	812
2025 Q3	$130K	Hold	11,137	–	–	﹤0.01%	786
2025 Q2	$124K	Hold	11,137	–	–	﹤0.01%	732
2025 Q1	$130K	Buy	+11,137	New	+$132K	﹤0.01%	700

Other funds holding MQY

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return