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Equibles

AXXCESS WEALTH MANAGEMENT, LLC

Position in MUC — Blackrock Muniholdings California Quality Fund, Inc.

CIK 1911056 CARLSBAD, CA
Back to MUC Full portfolio

Position in MUC

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$461,744
+$16,385 QoQ
Shares Held
42,015
0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MUC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $207,812,882 across 32 Asset Management names. MUC ranks #14 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,596,554 $169,212,375
2 PDT
John Hancock Premium Dividend Fund
 602,122 $7,797,479
3 PTY
Pimco Corporate & Income Opportunity Fund
 624,690 $7,515,020
4 STT
State Street Corp
 87,134 $5,086,845
5 BLK
BlackRock, Inc.
 13,724 $4,823,221
6 APO
Apollo Global Management, Inc.
 16,220 $1,918,988
7 KKR
KKR & Co. Inc.
 17,791 $1,632,857
8 QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 46,420 $1,399,098

All Filings in MUC

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $461,744 42,015
2025-12-31 $445,359 42,015
2025-09-30 $455,862 42,015
2025-06-30 $233,299 22,541
2025-03-31 $241,414 22,541
2024-12-31 $239,610 22,541
2024-09-30 $259,672 22,541
2024-06-30 $250,205 22,541
2024-03-31 $248,176 22,541
2023-12-31 $282,468 25,379
2023-09-30 $242,623 25,379
2023-06-30 $275,362 25,379