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

Wealth Alliance’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 Q3	$218K	Hold	10,650	–	–	0.02%	526
2026 Q2	$232K	Hold	10,650	–	–	0.02%	517
2026 Q1	$230K	Hold	10,650	–	–	0.02%	505
2025 Q4	$232K	Hold	10,650	–	–	0.02%	504
2025 Q3	$232K	Buy	+10,650	New	+$228K	0.02%	496

Other funds holding MMCA

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.25B AUM 17.47% 1-Year Est. Return

Brio Consultants San Francisco, California $872M AUM 9.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Entruity Wealth Bakersfield, California $158M AUM 13.73% 1-Year Est. Return

Wealth Alliance's MMCA Position: Q3 2026 in Review

Wealth Alliance held its NYLIM MacKay California Muni Intermediate ETF (MMCA) position steady in Q3 2026 at 10,650 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #526.

Wealth Alliance first reported a position in MMCA in Q3 2025 and has held it in 5 quarters since. The position peaked at $232K in Q4 2025. 22 funds tracked by Wall St. Rank hold MMCA as of Q3 2026.

Wealth Alliance held 10,650 shares of NYLIM MacKay California Muni Intermediate ETF worth $218K as of Q3 2026.
Wealth Alliance left its NYLIM MacKay California Muni Intermediate ETF share count unchanged in Q3 2026.
NYLIM MacKay California Muni Intermediate ETF made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #526 holding.
Wealth Alliance first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q3 2025 and has held it in 5 quarters since.
Wealth Alliance's NYLIM MacKay California Muni Intermediate ETF position peaked at $232K in Q4 2025.
22 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.