Elequin Capital’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Elequin Capital’s Portfolio CALI Stock Details CALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.28M	Buy	+64,841	New	+$3.27M	0.1%	59
2026 Q1	–	Sell	-29,065	Closed	-$1.47M	–	731
2025 Q4	$1.47M	Sell	29,065 -485	-2%	-$24.5K	0.11%	50
2025 Q3	$1.5M	Sell	29,550 -18,020	-38%	-$910K	0.08%	52
2025 Q2	$2.4M	Buy	+47,570	New	+$2.39M	0.31%	31

Other funds holding CALI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

DWM

DeLarme Wealth Management Palos Verdes Estates, California $172M AUM

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Elequin Capital's CALI Position: Q2 2026 in Review

Elequin Capital opened a new position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026: 64,841 shares worth $3.28M. The stake represents 0.1% of the portfolio and ranks #59 among its holdings. This is a return to the name: Elequin Capital previously reported a position in CALI as recently as Q4 2025.

Elequin Capital first reported a position in CALI in Q2 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

Elequin Capital held 64,841 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $3.28M as of Q2 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF was a new Elequin Capital position in Q2 2026.
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.1% of Elequin Capital's portfolio in Q2 2026, its #59 holding.
Elequin Capital first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 4 quarters since.
107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.