Adamsbrown Wealth Consultants’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio MMIT Stock Details MMIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,113	Closed	-$270K	–	82
2022 Q2	$270K	Sell	11,113 -10,408	-48%	-$254K	0.21%	66
2022 Q1	$541K	Sell	21,521 -24,764	-54%	-$640K	0.43%	43
2021 Q4	$1.23M	Buy	+46,285	New	+$1.24M	1.11%	19

Other funds holding MMIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Adamsbrown Wealth Consultants's MMIT Position: Q3 2022 in Review

Adamsbrown Wealth Consultants sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q3 2022, closing a stake of 11,113 shares — an estimated $270K sold.

Adamsbrown Wealth Consultants first reported a position in MMIT in Q4 2021 and held it in 3 quarters. The position peaked at $1.23M in Q4 2021. 56 funds tracked by Wall St. Rank hold MMIT as of Q3 2022.

Adamsbrown Wealth Consultants reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q3 2022 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 11,113 IQ MacKay Municipal Intermediate ETF shares in Q3 2022, an estimated $270K.
Adamsbrown Wealth Consultants first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2021 and held it in 3 quarters.
Adamsbrown Wealth Consultants's IQ MacKay Municipal Intermediate ETF position peaked at $1.23M in Q4 2021.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q3 2022, filed 27 Oct 2022.