Atria Investments’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Atria Investments’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	$495K	Sell	20,546 -324	-2%	-$7.93K	0.01%	1452
2025 Q4	$508K	Buy	20,870 +464	+2%	+$11.3K	0.01%	1435
2025 Q3	$496K	Buy	20,406 +4,268	+26%	+$102K	0.01%	1422
2025 Q2	$385K	Buy	16,138 +1,895	+13%	+$45K	﹤0.01%	1568
2025 Q1	$341K	Sell	14,243 -995	-7%	-$24K	﹤0.01%	1554
2024 Q4	$366K	Buy	15,238 +156	+1%	+$3.79K	﹤0.01%	1486
2024 Q3	$371K	Sell	15,082 -263	-2%	-$6.42K	﹤0.01%	1492
2024 Q2	$371K	Buy	+15,345	New	+$370K	﹤0.01%	1460

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

Atria Investments's MMIT Position: Q1 2026 in Review

Atria Investments reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 1.6% in Q1 2026, selling an estimated $7.93K and leaving 20,546 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #1452.

Atria Investments first reported a position in MMIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $508K in Q4 2025. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Atria Investments held 20,546 shares of IQ MacKay Municipal Intermediate ETF worth $495K as of Q1 2026.
Atria Investments sold 324 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $7.93K.
IQ MacKay Municipal Intermediate ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1452 holding.
Atria Investments first reported a position in IQ MacKay Municipal Intermediate ETF in Q2 2024 and has held it in 8 quarters since.
Atria Investments's IQ MacKay Municipal Intermediate ETF position peaked at $508K in Q4 2025.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.