Wealth Enhancement Advisory Services
MUC icon

Wealth Enhancement Advisory Services’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$205K Buy
+21,155
New +$223K ﹤0.01% 3725
2024
Q3 		– Sell
-10,481
Closed -$116K – 2880
2024
Q2 		$116K Sell
10,481
-2,317
-18% -$25.2K ﹤0.01% 2390
2024
Q1 		$141K Sell
12,798
-6,548
-34% -$72.7K ﹤0.01% 2257
2023
Q4 		$215K Sell
19,346
-5,183
-21% -$52.6K ﹤0.01% 2044
2023
Q3 		$235K Buy
+24,529
New +$257K ﹤0.01% 1900

Other funds holding MUC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's MUC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2026: 21,155 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #3725 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in MUC as recently as Q2 2024.

Wealth Enhancement Advisory Services first reported a position in MUC in Q3 2023 and has held it in 5 quarters since. The position peaked at $235K in Q3 2023. 13 funds tracked by Wall St. Rank hold MUC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,155 shares of BlackRock MuniHoldings California Quality Fund worth $205K as of Q3 2026.
  • BlackRock MuniHoldings California Quality Fund was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • BlackRock MuniHoldings California Quality Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3725 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock MuniHoldings California Quality Fund in Q3 2023 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's BlackRock MuniHoldings California Quality Fund position peaked at $235K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.