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Weil Company’s NYLIM MacKay California Muni Intermediate ETF MMCA Stock Holding History

Weil Company’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 		$9.49M Buy
435,765
+4,920
+1% +$107K 1.67% 19
2026
Q1 		$9.29M Sell
430,845
-9,282
-2% -$204K 2.09% 14
2025
Q4 		$9.61M Buy
440,127
+11,659
+3% +$254K 2.21% 10
2025
Q3 		$9.32M Buy
428,468
+11,267
+3% +$241K 2.24% 10
2025
Q2 		$8.89M Buy
417,201
+27,331
+7% +$577K 2.34% 11
2025
Q1 		$8.33M Buy
389,870
+52,636
+16% +$1.13M 2.48% 11
2024
Q4 		$7.2M Buy
337,234
+43,073
+15% +$929K 2.49% 9
2024
Q3 		$6.42M Buy
294,161
+43,963
+18% +$952K 2.1% 9
2024
Q2 		$5.37M Buy
250,198
+18,226
+8% +$391K 1.96% 14
2024
Q1 		$5.04M Buy
231,972
+26,132
+13% +$568K 2% 10
2023
Q4 		$4.48M Buy
205,840
+73,118
+55% +$1.54M 1.97% 12
2023
Q3 		$2.76M Buy
132,722
+95,607
+258% +$2.03M 1.37% 19
2023
Q2 		$797K Buy
+37,115
New +$800K 0.35% 62

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Weil Company's MMCA Position: Q2 2026 in Review

Weil Company increased its NYLIM MacKay California Muni Intermediate ETF (MMCA) stake by 1.1% in Q2 2026, buying an estimated $107K and bringing the position to 435,765 shares worth $9.49M. The position accounts for 1.67% of the portfolio, ranked #19.

Weil Company first reported a position in MMCA in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.61M in Q4 2025. 25 funds tracked by Wall St. Rank hold MMCA as of Q2 2026.

  • Weil Company held 435,765 shares of NYLIM MacKay California Muni Intermediate ETF worth $9.49M as of Q2 2026.
  • Weil Company bought 4,920 NYLIM MacKay California Muni Intermediate ETF shares in Q2 2026, an estimated $107K.
  • NYLIM MacKay California Muni Intermediate ETF made up 1.67% of Weil Company's portfolio in Q2 2026, its #19 holding.
  • Weil Company first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q2 2023 and has held it in 13 quarters since.
  • Weil Company's NYLIM MacKay California Muni Intermediate ETF position peaked at $9.61M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.