CI
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CX Institutional’s BlackRock MuniAssets Fund MUA Stock Holding History

CX Institutional’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89K Hold
8,055
– – ﹤0.01% 885
2026
Q1 		$85K Hold
8,055
– – ﹤0.01% 884
2025
Q4 		$86K Buy
8,055
+41
+0.5% +$443 ﹤0.01% 879
2025
Q3 		$89K Hold
8,014
– – ﹤0.01% 841
2025
Q2 		$83K Hold
8,014
– – ﹤0.01% 787
2025
Q1 		$87K Buy
+8,014
New +$88.1K ﹤0.01% 768

Other funds holding MUA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return