Wealth Enhancement Advisory Services
MMCA icon

Wealth Enhancement Advisory Services’s IQ MacKay California Municipal Intermediate ETF MMCA Stock Holding History

Wealth Enhancement Advisory 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 		$10.4M Buy
478,377
+310,451
+185% +$6.74M 0.02% 657
2026
Q1 		$3.64M Buy
+167,926
New +$3.69M 0.01% 1064

Other funds holding MMCA

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its IQ MacKay California Municipal Intermediate ETF (MMCA) stake by 185% in Q2 2026, buying an estimated $6.74M and bringing the position to 478,377 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #657.

Wealth Enhancement Advisory Services first reported a position in MMCA in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 478,377 shares of IQ MacKay California Municipal Intermediate ETF worth $10.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 310,451 IQ MacKay California Municipal Intermediate ETF shares in Q2 2026, an estimated $6.74M.
  • IQ MacKay California Municipal Intermediate ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #657 holding.
  • Wealth Enhancement Advisory Services first reported a position in IQ MacKay California Municipal Intermediate ETF in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held IQ MacKay California Municipal Intermediate ETF as of Q2 2026.

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