Amplius Wealth Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Amplius Wealth Advisors’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 Q2	$296K	Sell	12,141 -3,918	-24%	-$95.2K	0.02%	165
2026 Q1	$387K	Sell	16,059 -1,243	-7%	-$30.4K	0.03%	126
2025 Q4	$421K	Sell	17,302 -753	-4%	-$18.3K	0.04%	118
2025 Q3	$439K	Sell	18,055 -2,037	-10%	-$48.8K	0.04%	116
2025 Q2	$479K	Sell	20,092 -7,593	-27%	-$180K	0.04%	124
2025 Q1	$664K	Sell	27,685 -11,190	-29%	-$270K	0.07%	94
2024 Q4	$933K	Sell	38,875 -2,039	-5%	-$49.5K	0.1%	76
2024 Q3	$1.01M	Sell	40,914 -2,217	-5%	-$54.1K	0.11%	70
2024 Q2	$1.04M	Sell	43,131 -11,080	-20%	-$267K	0.12%	71
2024 Q1	$1.32M	Sell	54,211 -181,335	-77%	-$4.43M	0.15%	63
2023 Q4	$5.79M	Buy	235,546 +29,012	+14%	+$692K	0.7%	33
2023 Q3	$4.85M	Buy	206,534 +26,202	+15%	+$631K	0.65%	34
2023 Q2	$4.39M	Buy	180,332 +28,473	+19%	+$695K	0.59%	35
2023 Q1	$3.73M	Sell	151,859 -2,537	-2%	-$62K	0.54%	32
2022 Q4	$3.73M	Buy	+154,396	New	+$3.68M	0.59%	33

Other funds holding MMIT

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Amplius Wealth Advisors's MMIT Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 24% in Q2 2026, selling an estimated $95.2K and leaving 12,141 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #165.

Amplius Wealth Advisors first reported a position in MMIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.79M in Q4 2023. 20 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Amplius Wealth Advisors held 12,141 shares of IQ MacKay Municipal Intermediate ETF worth $296K as of Q2 2026.
Amplius Wealth Advisors sold 3,918 IQ MacKay Municipal Intermediate ETF shares in Q2 2026, an estimated $95.2K.
IQ MacKay Municipal Intermediate ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Amplius Wealth Advisors first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and has held it in 15 quarters since.
Amplius Wealth Advisors's IQ MacKay Municipal Intermediate ETF position peaked at $5.79M in Q4 2023.
20 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.