Wedmont Private Capital’s NYLIM MacKay California Muni Intermediate ETF MMCA Stock Holding History

Wedmont Private Capital’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	$248K	Hold	11,448	–	–	0.01%	832
2026 Q1	$249K	Hold	11,448	–	–	0.01%	731
2025 Q4	$251K	Hold	11,448	–	–	0.01%	697
2025 Q3	$249K	Buy	+11,448	New	+$245K	0.01%	673

Other funds holding MMCA

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Wedmont Private Capital's MMCA Position: Q2 2026 in Review

Wedmont Private Capital held its NYLIM MacKay California Muni Intermediate ETF (MMCA) position steady in Q2 2026 at 11,448 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #832.

Wedmont Private Capital first reported a position in MMCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $251K in Q4 2025. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

Wedmont Private Capital held 11,448 shares of NYLIM MacKay California Muni Intermediate ETF worth $248K as of Q2 2026.
Wedmont Private Capital left its NYLIM MacKay California Muni Intermediate ETF share count unchanged in Q2 2026.
NYLIM MacKay California Muni Intermediate ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #832 holding.
Wedmont Private Capital first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q3 2025 and has held it in 4 quarters since.
Wedmont Private Capital's NYLIM MacKay California Muni Intermediate ETF position peaked at $251K in Q4 2025.
25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.