Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s NYLIM MacKay California Muni 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

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its NYLIM MacKay California Muni 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. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 478,377 shares of NYLIM MacKay California Muni Intermediate ETF worth $10.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 310,451 NYLIM MacKay California Muni Intermediate ETF shares in Q2 2026, an estimated $6.74M.
  • NYLIM MacKay California Muni 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 NYLIM MacKay California Muni Intermediate ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

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