CURA WEALTH ADVISORS, LLC MQY — BLACKROCK MUNIYILD QULT FD I

Ownership history in CURA WEALTH ADVISORS, LLC  ·  5 quarters on record

AI Ownership Summary

CURA WEALTH ADVISORS, LLC reported BLACKROCK MUNIYILD QULT FD I (MQY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.74% in 2024 Q4. The latest visible filing shows MQY at 1.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MQY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CURA WEALTH ADVISORS, LLC's position in BLACKROCK MUNIYILD QULT FD I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MQY was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MQY stock page CURA WEALTH ADVISORS, LLC fund profile CURA WEALTH ADVISORS, LLC full holdings
How CURA WEALTH ADVISORS, LLC held MQY — position size vs. price
% of Fund (quarterly)    MQY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25.1% -1.4% ✅ 271,000 -91,000 -25.1% 1.16% $3.1M 2026-02-14 (Est.) $11.57
2025 Q3 REDUCED — — — 362,000 -1,000 -0.3% 1.61% $4.2M 2025-11-14 $11.17
2025 Q2 UNCHANGED — — — 363,000 — 0% 1.61% $4.0M 2025-08-14 $10.65
2025 Q1 ADDED — — — 363,000 +21,000 +6.1% 1.72% $4.3M 2025-05-15 $10.64
2024 Q4 INITIATED — — — 342,000 — — 1.74% $3.9M 2025-02-14 $11.10

🏢 Other funds also holding MQY

As of 2026 Q1 — sorted by position size

Rareview Capital LLC 2.89% MELFA WEALTH MANAGEMENT, INC. 3Y 1.49% Congress Park Capital LLC 3Y 7Y 0.96% MACKAY SHIELDS LLC 3Y 7Y 0.64% Pettinga Financial Advisors LLC 3Y 7Y 0.5% Nova R Wealth, Inc. 3Y 0.28% Intellectus Partners, LLC 3Y 7Y 0.27% Fortitude Advisory Group L.L.C. 3Y 0.27% Indiana Trust & Investment Management Co 3Y 7Y 0.22% CHIRON CAPITAL MANAGEMENT, LLC 3Y 0.2%

FAQ About CURA WEALTH ADVISORS, LLC and MQY

These are the practical questions this page is built to answer before you even open the full history table.

How long has CURA WEALTH ADVISORS, LLC reported owning MQY?

CURA WEALTH ADVISORS, LLC reported MQY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MQY position in CURA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MQY was 1.74% in 2024 Q4.

What is the latest reported MQY position on this page?

The most recent filing on this page is 2025 Q4, when CURA WEALTH ADVISORS, LLC reported 271,000 shares, equal to 1.16% of portfolio, with an estimated market value of $3.1M.

What does the chart on this MQY ownership page compare?

The chart compares CURA WEALTH ADVISORS, LLC's quarterly MQY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CURA WEALTH ADVISORS, LLC time their MQY position?

Based on 13F filing dates vs. subsequent MQY price moves, CURA WEALTH ADVISORS, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MQY relative to SPY over the holding period was -7.9%.

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