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Entruity Wealth’s NYLIM MacKay California Muni Intermediate ETF MMCA Stock Holding History

Entruity Wealth’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 		$716K Sell
32,853
-80,960
-71% -$1.76M 0.46% 38
2026
Q1 		$2.45M Sell
113,813
-1,543
-1% -$33.9K 1.67% 18
2025
Q4 		$2.52M Buy
115,356
+5,205
+5% +$114K 1.79% 17
2025
Q3 		$2.4M Buy
110,151
+880
+0.8% +$18.8K 1.86% 17
2025
Q2 		$2.33M Sell
109,271
-624
-0.6% -$13.2K 1.98% 17
2025
Q1 		$2.35M Sell
109,895
-224
-0.2% -$4.8K 2.21% 17
2024
Q4 		$2.35M Buy
+110,119
New +$2.37M 2.33% 17

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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Entruity Wealth's MMCA Position: Q2 2026 in Review

Entruity Wealth reduced its NYLIM MacKay California Muni Intermediate ETF (MMCA) stake by 71% in Q2 2026, selling an estimated $1.76M and leaving 32,853 shares worth $716K. The position accounts for 0.46% of the portfolio, ranked #38.

Entruity Wealth first reported a position in MMCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q4 2025. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Entruity Wealth held 32,853 shares of NYLIM MacKay California Muni Intermediate ETF worth $716K as of Q2 2026.
  • Entruity Wealth sold 80,960 NYLIM MacKay California Muni Intermediate ETF shares in Q2 2026, an estimated $1.76M.
  • NYLIM MacKay California Muni Intermediate ETF made up 0.46% of Entruity Wealth's portfolio in Q2 2026, its #38 holding.
  • Entruity Wealth first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q4 2024 and has held it in 7 quarters since.
  • Entruity Wealth's NYLIM MacKay California Muni Intermediate ETF position peaked at $2.52M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

Based on Entruity Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.