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Octavia Wealth Advisors’s IQ MacKay California Municipal Intermediate ETF MMCA Stock Holding History

Octavia Wealth Advisors’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 		$2.17M Sell
99,360
-30,156
-23% -$655K 0.19% 45
2026
Q1 		$2.8M Buy
129,516
+5,645
+5% +$124K 0.27% 38
2025
Q4 		$2.71M Buy
123,871
+41,078
+50% +$896K 0.26% 46
2025
Q3 		$1.8M Buy
+82,793
New +$1.77M 0.18% 56

Other funds holding MMCA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Octavia Wealth Advisors's MMCA Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its IQ MacKay California Municipal Intermediate ETF (MMCA) stake by 23% in Q2 2026, selling an estimated $655K and leaving 99,360 shares worth $2.17M. The position accounts for 0.19% of the portfolio, ranked #45.

Octavia Wealth Advisors first reported a position in MMCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.8M in Q1 2026. 11 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Octavia Wealth Advisors held 99,360 shares of IQ MacKay California Municipal Intermediate ETF worth $2.17M as of Q2 2026.
  • Octavia Wealth Advisors sold 30,156 IQ MacKay California Municipal Intermediate ETF shares in Q2 2026, an estimated $655K.
  • IQ MacKay California Municipal Intermediate ETF made up 0.19% of Octavia Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Octavia Wealth Advisors first reported a position in IQ MacKay California Municipal Intermediate ETF in Q3 2025 and has held it in 4 quarters since.
  • Octavia Wealth Advisors's IQ MacKay California Municipal Intermediate ETF position peaked at $2.8M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held IQ MacKay California Municipal Intermediate ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.