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Sunrise Financial Services’s NYLIM MacKay California Muni Intermediate ETF MMCA Stock Holding History

Sunrise Financial Services’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 		$31.6K Hold
1,450
– – 0.02% 143
2026
Q1 		$31.3K Buy
1,450
+750
+107% +$16.5K 0.02% 142
2025
Q4 		$15.3K Buy
+700
New +$15.3K 0.01% 176

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 $67.3B AUM 21.9% 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

Sunrise Financial Services's MMCA Position: Q2 2026 in Review

Sunrise Financial Services held its NYLIM MacKay California Muni Intermediate ETF (MMCA) position steady in Q2 2026 at 1,450 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #143.

Sunrise Financial Services first reported a position in MMCA in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Sunrise Financial Services held 1,450 shares of NYLIM MacKay California Muni Intermediate ETF worth $31.6K as of Q2 2026.
  • Sunrise Financial Services left its NYLIM MacKay California Muni Intermediate ETF share count unchanged in Q2 2026.
  • NYLIM MacKay California Muni Intermediate ETF made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #143 holding.
  • Sunrise Financial Services first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.