PWA
MMCA icon

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

Physician 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 		$56.4K Buy
2,587
+43
+2% +$934 0.01% 408
2026
Q1 		$54.8K Sell
2,544
-100
-4% -$2.2K 0.01% 383
2025
Q4 		$57.7K Hold
2,644
– – 0.01% 359
2025
Q3 		$57.5K Buy
2,644
+450
+21% +$9.64K 0.01% 352
2025
Q2 		$46.8K Buy
2,194
+78
+4% +$1.65K 0.01% 357
2025
Q1 		$45.2K Buy
2,116
+188
+10% +$4.03K 0.01% 350
2024
Q4 		$41.2K Buy
+1,928
New +$41.6K 0.01% 373

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
EW
Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Physician Wealth Advisors increased its NYLIM MacKay California Muni Intermediate ETF (MMCA) stake by 1.7% in Q2 2026, buying an estimated $934 and bringing the position to 2,587 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #408.

Physician Wealth Advisors first reported a position in MMCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.7K in Q4 2025. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Physician Wealth Advisors held 2,587 shares of NYLIM MacKay California Muni Intermediate ETF worth $56.4K as of Q2 2026.
  • Physician Wealth Advisors bought 43 NYLIM MacKay California Muni Intermediate ETF shares in Q2 2026, an estimated $934.
  • NYLIM MacKay California Muni Intermediate ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #408 holding.
  • Physician Wealth Advisors first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's NYLIM MacKay California Muni Intermediate ETF position peaked at $57.7K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.