Alpha Financial Partners’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Alpha Financial Partners’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
2026 Q1	$214K	Sell	8,876 -2,730	-24%	-$66.8K	0.13%	99
2025 Q4	$282K	Buy	11,606 +97	+0.8%	+$2.36K	0.17%	71
2025 Q3	$280K	Buy	+11,509	New	+$275K	0.18%	69

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

SDWMA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

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

Alpha Financial Partners's MMIT Position: Q1 2026 in Review

Alpha Financial Partners reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 24% in Q1 2026, selling an estimated $66.8K and leaving 8,876 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #99.

Alpha Financial Partners first reported a position in MMIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $282K in Q4 2025. 160 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Alpha Financial Partners held 8,876 shares of IQ MacKay Municipal Intermediate ETF worth $214K as of Q1 2026.
Alpha Financial Partners sold 2,730 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $66.8K.
IQ MacKay Municipal Intermediate ETF made up 0.13% of Alpha Financial Partners's portfolio in Q1 2026, its #99 holding.
Alpha Financial Partners first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2025 and has held it in 3 quarters since.
Alpha Financial Partners's IQ MacKay Municipal Intermediate ETF position peaked at $282K in Q4 2025.
160 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.