Wealth Enhancement Advisory Services
CALI

Wealth Enhancement Advisory Services’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.55M Buy
149,618
+7,997
+6% +$403K 0.01% 796
2026
Q1 		$7.13M Buy
141,621
+6,636
+5% +$336K 0.01% 727
2025
Q4 		$6.82M Buy
134,985
+111,661
+479% +$5.64M 0.01% 868
2025
Q3 		$1.18M Buy
23,324
+17,359
+291% +$877K ﹤0.01% 1749
2025
Q2 		$300K Buy
+5,965
New +$300K ﹤0.01% 2642

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's CALI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 5.6% in Q2 2026, buying an estimated $403K and bringing the position to 149,618 shares worth $7.55M. The position accounts for 0.01% of the portfolio, ranked #796.

Wealth Enhancement Advisory Services first reported a position in CALI in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 149,618 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $7.55M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,997 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $403K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #796 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.