Physician Wealth Advisors’s IQ MacKay California Municipal 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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

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

Physician Wealth Advisors increased its IQ MacKay California Municipal 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. 11 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

Physician Wealth Advisors held 2,587 shares of IQ MacKay California Municipal Intermediate ETF worth $56.4K as of Q2 2026.
Physician Wealth Advisors bought 43 IQ MacKay California Municipal Intermediate ETF shares in Q2 2026, an estimated $934.
IQ MacKay California Municipal 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 IQ MacKay California Municipal Intermediate ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's IQ MacKay California Municipal Intermediate ETF position peaked at $57.7K in Q4 2025.
11 funds tracked by Wall St. Rank held IQ MacKay California Municipal Intermediate ETF as of Q2 2026.

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