Octavia Wealth Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Octavia Wealth Advisors’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,268	Closed	-$118K	–	243
2026 Q1	$118K	Hold	11,268	–	–	0.01%	234
2025 Q4	$119K	Hold	11,268	–	–	0.01%	246
2025 Q3	$123K	Buy	+11,268	New	+$117K	0.01%	254
2025 Q2	–	Sell	-11,268	Closed	-$121K	–	238
2025 Q1	$121K	Hold	11,268	–	–	0.01%	225
2024 Q4	$120K	Buy	+11,268	New	+$126K	0.01%	216

Other funds holding MUC

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

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